SVA PLUMB PROFESSIONALS



Kurt Krumholz - CFP®

Principal

phone (608) 826-2163
email Madison Office

Kurt is a Principal of SVA Plumb Wealth Management, LLC. He provides comprehensive financial planning and asset management services for his clients.

Kurt specializes in selecting and monitoring investment managers and utilizing asset allocation techniques as a means of reducing risk within an investment portfolio. He researches the spectrum of alternatives available and provides effective solutions to his client’s needs.

Kurt’s expertise along with his previous experience has been beneficial in assisting his clients. Prior to joining SVA Plumb Wealth Management, LLC, Kurt was an adviser with an international investment management, employee benefit, and compensation consulting firm. He also managed a trust office within a large Wisconsin-based bank.

Education

University of Wisconsin - Madison - Bachelor of Business Administration - Marketing & Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Professional Recognition/Awards

  • “150 Best Financial Advisers for Doctors” - Medical Economics (three years)
  • “100 Great Financial Planners” - Mutual Funds (two years)

Publications

  • Wisconsin Medical Journal

Professional Memberships/Affiliations/Activities

  • Financial Planning Association


Civic/Community Involvement

  • Town of Dunn Parks Commissioner
  • Friends of Lake Kegonsa Society
  • Clean Lakes Alliance

Personal

Kurt grew up in Fountain City, WI, which is a small Mississippi River town about 30 miles north of La Crosse. He currently lives in the Town of Dunn (near Stoughton). In his free time, Kurt enjoys spending time with his five sons ages 12-21. He enjoys several sporting activities including biking, kayaking and camping.