Jacobus Wealth Management Inc.

Jacobus Wealth Management Inc. (CRD# 106777) is a financial advisory firm headquartered in Milwaukee, WI. They manage $788,195,794 in 1,130 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    788
    MILLION
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $697,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
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.

CO, FL, IL, MN, WI

Financial Advisors at Jacobus Wealth Management Inc.
Showing 1 - 10 of 11 top financial advisors.
1
M. D. Fritz
CRD#: 2245128
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
96
Wealthminder
score

M. Fritz (CRD# 2245128) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 25 years of experience in the finance industry.

2
Richard G. Jacobus
CRD#: 1606235
2323 North Mayfair Road, Suite 240, Milwaukee, WI 53226
96
Wealthminder
score

Richard Jacobus (CRD# 1606235) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 30 years of experience in the finance industry.

3
Peter J. Bach
CRD#: 5118376
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Peter Bach (CRD# 5118376) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 7 years of experience in the finance industry.

4
Brian A. Janecke
CRD#: 5733980
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Brian Janecke (CRD# 5733980) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 7 years of experience in the finance industry.

5
Daniel J. Matola
CRD#: 5613814
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Daniel Matola (CRD# 5613814) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 9 years of experience in the finance industry.

6
Kathleen S. Pederson
CRD#: 5320577
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Kathleen Pederson (CRD# 5320577) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 10 years of experience in the finance industry.

7
Stephanie J. Stein
CRD#: 5662542
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Stephanie Stein (CRD# 5662542) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.

8
Barbara J. Wells
CRD#: 2861162
2323 North Mayfair Road, Suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Barbara Wells (CRD# 2861162) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.

9
Nicholas C. Wilson
CRD#: 2270379
2323 North Mayfair Road, Suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Nicholas Wilson (CRD# 2270379) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.

10
Nicolas J. Brown
CRD#: 6172842
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
90
Wealthminder
score

Nicolas Brown (CRD# 6172842) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.