Jacobson & Schmitt Advisors LLC
Legal Name: JACOBSON & SCHMITT ADVISORS, LLC
Full Contact Details
Jacobson & Schmitt Advisors LLC
8333 GREENWAY BLVD, SUITE 330, MIDDLETON, WI
(608) 662-7500
(608) 662-7518
Other Info
Jacobson & Schmitt Advisors LLC, also known as JACOBSON & SCHMITT ADVISORS, LLC, is a Wisconsin-based Limited Liability Company with a staff of seven, primarily comprising six advisors. The exact number of clients served by the firm is undisclosed. The SEC currently lists the firm's status as approved, with registration dating back to May 25, 2006.
Home - Jacobson & Schmitt Advisors
We are wealth management advisors for conscious financial investors who want their money to help them fulfill their mission in life.
Direct Owners
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JASON NORDEEN SCHMITT
MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR owns more than 50% but less than 75%
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MILTON ALLEN JACOBSON
MEMBER AND PRINCIPAL owns more than 10% but less than 25%
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RICHARD JAY VANDEN BOOGARD
MEMBER, LEAD ADVISOR owns more than 10% but less than 25%
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ADAM CHRISTOPHER SWEET
PARTNER AND SENIOR PORTFOLIO MANAGER owns more than 10% but less than 25%