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).

Current Firm Details
8333 Greenway Blvd, Suite 330, Middleton, WI 53562
https://www.linkedin.com/company/jandsadvisors/
By the Numbers
  • Total Assets Under Management
    461
    MILLION
  • Total Number of Accounts
    1,046
    ACCOUNTS
  • Average Account Value
    $440,872
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, IL, MN, NY, OH, PA, TX, UT, WI

Financial Advisors at Jacobson & Schmitt Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Angela Behm, financial advisor Middleton WI
Angela M. Behm
CRD#: 5424359
8333 Greenway Blvd, Suite 330, Middleton, WI 53562

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.

2
Christopher Johnson, financial advisor Middleton WI
Christopher E. Johnson
CRD#: 6077904
8333 Greenway Blvd, Suite 330, Middleton, WI 53562

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.

3
Jason Schmitt, financial advisor Montgomery OH
Jason N. Schmitt
CRD#: 4777151
Montgomery, OH

Jason Schmitt (CRD# 4777151) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Montgomery, OH and has over 19 years of experience in the finance industry.

4
Kathryn Thomas, financial advisor Middleton WI
Kathryn A. Thomas
CRD#: 6708878
8333 Greenway Blvd, Suite 330, Middleton, WI 53562

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.

5
Richard Vanden Boogard, financial advisor Middleton WI
Richard J. Vanden Boogard
CRD#: 6119692
8333 Greenway Boulevard, Suite 330, Middleton, WI 53562

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.

6
Daniel Zawidowski, financial advisor Middleton WI
Daniel R. Zawidowski
CRD#: 4634273
8333 Greenway Blvd, Suite 330, Middleton, WI 53562

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.

7
Lucy Cuff, financial advisor Middleton WI
Lucy N. Cuff
CRD#: 7794946
8333 Greenway Blvd, Suite 330, Middleton, WI 53562

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.

8
Adam Sweet, financial advisor Middleton WI
Adam C. Sweet
CRD#: 7147458
8333 Greenway Blvd, Suite 330, Middleton, WI 53562

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.

9
Brooke Wolverton, financial advisor Middleton WI
Brooke M. Wolverton
CRD#: 7509966
8333 Greenway Blvd, Suite 330, Middleton, WI 53562

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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