Profil
Mr. Daniel G.
Gibson is a Principal at SVA Wealth Management LLC.
He has provided comprehensive financial planning and investment management services for SVA Financial Group clients since 1998.
In his role, he consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development.
He has also served on the firm’s Investment Advisory Committee.
He works closely with physicians and executives and has spoken to several medical organizations on the importance of financial planning.
He also works with business owners helping them manage retirement plans, monitor investment portfolios, and plan for retirement.
Mr. Gibson received his Bachelor of Arts degree in International Relations from Edgewood College.
He is a Certified Financial Planner and an Investment Adviser Representative.
Anciens postes connus de Dan Gibson
| Sociétés | Poste | Fin |
|---|---|---|
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. | Analyst-Equity | 01/12/2020 |
Formation de Dan Gibson
| Edgewood College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
