| Owner | Title | From | %Ownership |
|---|---|---|---|
| Sva Financial Group, LLC | Managing Member | 03/2011 | > 75% |
| Obrien, Timothy, Rock | Vice President | 03/2011 | < 5% |
| Diversified Services of Wisconsin, Inc. | Member | 03/2011 | > 75% |
| Schultz, Carl, Elmer | Elected Manager | 06/2013 | |
| Baltes, John, Anthony | Chief Executive Officer | 04/2019 | < 5% |
| Hansen, Maureen, Ellen | President | 03/2011 | < 5% |
| Oswald, Debra, Lynn | Vice President | 09/2015 | < 5% |
| Hansen, Maureen, Ellen | Elected Manager | 06/2017 | |
| Baltes, John, Anthony | Elected Manager | 06/2016 | |
| Gibson, Daniel, Guyan | Vice President | 09/2018 | < 5% |
| Norton, Kathryn, Lee | Elected Manager | 06/2019 | |
| Nettesheim, Joel, G | Elected Manager | 06/2019 | |
| Clay, Lawrence, William | Chief Compliance Officer | 06/2019 | < 5% |
