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Jamie John Droessler

Direct Financial Care

Black Earth, WI

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Current Employers
Direct Financial Care

Black Earth, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-09-24
  • WI RA
    APPROVED
    Since 2020-09-24

Branch Locations

Black Earth, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sva Plumb Wealth Management, Llc Madison WI 10/2013 07/2017
Sva Plumb Wealth Management, Llc Madison WI 07/2017 09/2020
Guidedmoney, Llc Dba Direct Financial Care Black Earth WI 09/2020 Present
  • 10/2013 → 07/2017
    Sva Plumb Wealth Management, Llc
    Madison, WI
  • 07/2017 → 09/2020
    Sva Plumb Wealth Management, Llc
    Madison, WI
  • 09/2020 → Present
    Guidedmoney, Llc Dba Direct Financial Care
    Black Earth, WI
Previous Registrations
  • 2013-10-23 → 2020-10-01
    Sva Wealth Management, Llc
    Madison, WI
  • 2011-01-20 → 2013-10-22
    Droessler Financial Planning, Llc
    Black Earth, WI
  • 2009-03-16 → 2010-04-30
    Filbrandt Investment Advisers Incorporated
    Middleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-13
  • S65 Uniform Investment Adviser Law Examination
    2009-03-13
Designations
Other Names
  • Jamie Droessler

View on SEC IAPD

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