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Daniel Richard Zawidowski

Jacobson & Schmitt Advisors, LLC

Middleton, WI

CRD 4634273

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Employer firm

Jacobson & Schmitt Advisors, LLC CRD 140431

$676M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Jacobson & Schmitt Advisors, Llc

8333 Greenway Blvd Suite 330, Middleton, WI 53562 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-07-06
  • WI RA
    APPROVED
    Since 2021-07-06

Branch Locations

8333 Greenway Blvd Suite 330, Middleton, WI 53562 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sja Financial Advisory, Llc Menomonee Falls WI 04/2016 06/2021
Jacobson & Schmitt Advisors, Llc Oconomowoc WI 07/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-26
S63 Uniform Securities Agent State Law Examination 2003-06-09
  • S65 Uniform Investment Adviser Law Examination
    2014-03-26
  • S63 Uniform Securities Agent State Law Examination
    2003-06-09
Other Names
  • Dan Richard Zawidowski

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
CANOPY WEALTH MANAGEMENT
MORGAN STANLEY

Nearby Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG

Nearby Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI

More in Middleton, WI

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