Debra Lynn Oswald

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 12/2020
  Sva Plumb Wealth Management, Llc
  Madison, WI
• 09/2015 → Present
  Sva Certified Public Accountants, S.C.
  Madison, WI
• 01/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Previous Registrations

• 2012-01-03 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI
• 2001-03-05 → 2012-01-03
  Sva Wealth Management, Inc.
  Madison, WI

Other Businesses

Wealth Enhancement Group DBA. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C., NON INVESTMENT-RELATED, 1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717, ACCOUNTING FIRM, SHAREHOLDER, 9/2015, 0-5 HRS/MONTH; DIVERSIFIED SERVICES OF WISCONSIN, NON INVESTMENT-RELATED, 1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717, DIVERSIFIED SERVICES FIRM, SHAREHOLDER, 9/2015, 0-2 HRS/MONTH; SVA BUILDING PARTNERSHIP, LLP, NON INVESTMENT-RELATED, 1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717, REAL ESTATE PARTNERSHIP, GENERAL PARTNER, 9/2015, 0-2 HRS/MONTH. FRIENDS OF UW HEALTH - NON-INVESTMENT RELATED - BOARD MEMBER - START DATE: 01/01/2021 - 4 HOURS SPENT PER MONTH/2 HOURS SPENT DURING TRADING HOURS,

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-30
• S63 Uniform Securities Agent State Law Examination
  1993-11-03

Other Names

• Debbie Staton