John Baltes

Chief Executive Officer at SVA Financial Group LLC

Finance

Consumer Services

Profile

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.

John Baltes active positions

Companies	Position	Start
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.	Chief Executive Officer	-
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.	Director/Board Member	-

All active positions of John Baltes

Former positions of John Baltes

Companies	Position	End
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.	Chief Executive Officer	-

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Training of John Baltes

Northern Michigan University

Undergraduate Degree

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Linked companies

Private companies	3
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 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 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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