John Baltes

Amministratore Delegato presso SVA Financial Group LLC

Finance

Consumer Services

Profilo

John Anthony Baltes is currently the President, Chief Executive Officer & Director at SVA Financial Group LLC and a Director at SVA Trust Co. LLC.
He previously worked as a Principal at SVA Wealth Management LLC from 2011 to 2019.
He completed his undergraduate degree at Northern Michigan University.

Posizioni attive di John Baltes

Società	Posizione	Inizio
SVA Financial Group LLC SVA Financial Group LLC Investment ManagersFinance SVA Financial Group LLC provides investment and trust advisory services. It offers business retirement plans, individual retirement services, personal investment strategies, trust and estate services. The company was founded by Terry Von Haden in 1974 and is headquartered in Madison, WI.	Amministratore Delegato	-
SVA Trust Co. LLC SVA Trust Co. LLC Investment ManagersFinance SVA Trust Co. LLC provides investment portfolio services. The company is headquartered in Madison, WA.	Direttore/Membro del Consiglio	-

Tutte le posizioni attive di John Baltes

Precedenti posizioni note di John Baltes

Società	Posizione	Fine
SVA Wealth Management LLC SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.	Amministratore Delegato	-

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Formazione di John Baltes

Northern Michigan University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	3
SVA Financial Group LLC SVA Financial Group LLC Investment ManagersFinance SVA Financial Group LLC provides investment and trust advisory services. It offers business retirement plans, individual retirement services, personal investment strategies, trust and estate services. The company was founded by Terry Von Haden in 1974 and is headquartered in Madison, WI.	Finance
SVA Wealth Management LLC SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.	Finance
SVA Trust Co. LLC SVA Trust Co. LLC Investment ManagersFinance SVA Trust Co. LLC provides investment portfolio services. The company is headquartered in Madison, WA.	Finance

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