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RIA / WealthAdvisorCertified Financial Planner17 years in industry

JAMIE JOHN DROESSLER

Advisor at DIRECT FINANCIAL CARE

BLACK EARTH, WI

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Search this name across graphsid dfx:ria:2337176e-a4af-a736-7eb5-52a9621f4e9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIRECT FINANCIAL CARE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 13, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Mar 13, 2009
First registration: Mar 16, 2009
Dual registered: no
Other names: JAMIE DROESSLER
IAPD individual key: 5635716

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIRECT FINANCIAL CARE	Independent wealth	Sep 24, 2020	n/a	yes	BLACK EARTH, WI	Current employment
SVA WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 23, 2013	Oct 1, 2020	no	MADISON, WI	Previous registration
DROESSLER FINANCIAL PLANNING, LLC	n/a	Jan 20, 2011	Oct 22, 2013	no	BLACK EARTH, WI	Previous registration
FILBRANDT INVESTMENT ADVISERS INCORPORATED	Former SEC adviser	Mar 16, 2009	Apr 30, 2010	no	MIDDLETON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SVA WEALTH MANAGEMENT, LLC	DIRECT FINANCIAL CARE	Oct 1, 2020	Sep 24, 2020	-7	Firm change	RIA to RIA
DROESSLER FINANCIAL PLANNING, LLC	SVA WEALTH MANAGEMENT, LLC	Oct 22, 2013	Oct 23, 2013	1	Firm change	Other
FILBRANDT INVESTMENT ADVISERS INCORPORATED	DROESSLER FINANCIAL PLANNING, LLC	Apr 30, 2010	Jan 20, 2011	265	Firm change	Other

Relationships

Registered with (4)

→ DIRECT FINANCIAL CARERegistered adviserregistration: current employment
Sep 24, 2020 to presentfactForm ADV
→ SVA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 23, 2013 to Oct 1, 2020factForm ADV
→ DROESSLER FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Jan 20, 2011 to Oct 22, 2013factForm ADV
→ FILBRANDT INVESTMENT ADVISERS INCORPORATEDRegistered adviserregistration: previous registration
Mar 16, 2009 to Apr 30, 2010factForm ADV

Dated events

No dated event names this entity yet.