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JH

John F. Hell

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CRD#: 1056504
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Francis Hell was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1982. John had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 15, 2013 - August 27, 2020

SVA WEALTH MANAGEMENT, LLC

RIA
CRD#: 159216
BROOKFIELD, WI
Past

November 2, 2004 - August 1, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
BURLINGTON, WI
Past

January 23, 1996 - November 5, 2002

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
MILWAUKEE, WI
Past

March 7, 1990 - October 10, 1995

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536
MORRIS PLAINS, NJ
Past

February 4, 1987 - June 2, 1989

FIRST BROKERAGE SERVICES, INC.

BD
CRD#: 18154
Past

September 21, 1982 - May 13, 1986

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SW
SVA WEALTH MANAGEMENT, LLC
SVA PLUMB TRUST COMPANY, LLC | SVA WEALTH MANAGEMENT, LLC | SVA PLUMB WEALTH MANAGEMENT, LLC

CRD#: 159216 / SEC#: 801-72818

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Contact information


Main Address
1221 John Q Hammons Drive, Madison, WI 53717-4966
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SVA WEALTH MANAGEMENT, LLC ADV PART 2A (8/28/2020)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SVA WEALTH MANAGEMENT, LLC

CRD#: 159216

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