Pete C. Jelacic
Profile
Mr. Pete C.
Jelacic is Wealth Manager at SVA Plumb Wealth Management LLC (formerly SVA Wealth Management, Inc).
Prior to joining the SVA Plumb Wealth Management, he was Principal at Capital Investment Services of America.
He has more than twenty five years experience in the financial industry.
Mr. Jelacic received Bachelor of Science in Business Administration from Marquette University.
He also holds CFP designation.
Former positions of Pete C. Jelacic
| Companies | Position | End |
|---|---|---|
Capital Investment Services of America, Inc.
 Capital Investment Services of America, Inc. Investment ManagersFinance Capital Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US. | Analyst-Equity | 2009-04-29 |
Training of Pete C. Jelacic
| Marquette University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Capital Investment Services of America, Inc.
Capital Investment Services of America, Inc. Investment ManagersFinance Capital Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US. | Finance |
- Stock Market
- Insiders
- Pete C. Jelacic
