Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC (CRD# 140431) is a financial advisory firm headquartered in Middleton, WI. They manage $461,151,832 in 1,046 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management461MILLION
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Total Number of Accounts1,046ACCOUNTS
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Average Account Value$440,872
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, CA, CO, FL, IL, MN, NY, OH, PA, TX, UT, WI
Angela Behm (CRD# 5424359) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has over 12 years of experience in the finance industry.
Christopher Johnson (CRD# 6077904) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has over 9 years of experience in the finance industry.
Jason Schmitt (CRD# 4777151) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Montgomery, OH and has over 20 years of experience in the finance industry.
Kathryn Thomas (CRD# 6708878) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has over 6 years of experience in the finance industry.
Richard Vanden Boogard (CRD# 6119692) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has 1 year of experience in the finance industry.
Daniel Zawidowski (CRD# 4634273) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has over 20 years of experience in the finance industry.
Lucy Cuff (CRD# 7794946) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has 1 year of experience in the finance industry.
Adam Sweet (CRD# 7147458) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has 1 year of experience in the finance industry.
Brooke Wolverton (CRD# 7509966) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has 1 year of experience in the finance industry.