Jacobson & Schmitt Advisors, LLC

Jacobson & Schmitt Advisors, LLC (CRD# 140431) is a financial advisory firm headquartered in Madison, WI. They manage $151,223,000 in 444 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $340,592
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MN, WI

Financial Advisors at Jacobson & Schmitt Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jason N. Schmitt
CRD#: 4777151
725 Heartland Trail Ste 201, Madison, WI 53717
93
Wealthminder
score

Jason Schmitt (CRD# 4777151) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Madison, WI and has over 12 years of experience in the finance industry. Jason Schmitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Angela M. Behm
CRD#: 5424359
725 Heartland Trail Ste 201, Madison, WI 53717
90
Wealthminder
score

Angela Behm (CRD# 5424359) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Madison, WI and has over 5 years of experience in the finance industry.

3
Angela J. Lococo
CRD#: 6636554
725 Heartland Trail Ste 201, Madison, WI 53717
90
Wealthminder
score

Angela Lococo (CRD# 6636554) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Madison, WI and has 1 year of experience in the finance industry.

4
Richard J. Vanden Boogard
CRD#: 6119692
725 Heartland Trail Ste 201, Madison, WI 53717
90
Wealthminder
score

Richard Vanden Boogard (CRD# 6119692) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Madison, WI and has 1 year of experience in the finance industry.

5
Milton A. Jacobson
CRD#: 256617
725 Heartland Trail Ste 201, Madison, WI 53717
73
Wealthminder
score

Milton Jacobson (CRD# 256617) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Madison, WI and has over 36 years of experience in the finance industry.

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