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Jacob Robert Sheaf

Oarsman Capital, Inc

Milwaukee, WI

CRD 6978304

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Employer firm

Oarsman Capital, Inc CRD 109993

$1.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Oarsman Capital, Inc

790 North Water Street Suite 1850, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-15
  • WI RA
    APPROVED
    Since 2026-01-15

Branch Locations

790 North Water Street Suite 1850, Milwaukee, WI 53202 • 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
Nationwide Investment Services Corporation Columbus OH 09/2017 02/2022
Athletic Club Of Columbus Columbus OH 06/2017 02/2018
Capital University Columbus OH 08/2013 05/2017
Wealth Advisors Trust Co. Dallas TX 02/2022 09/2022
Cain, Watters & Associates, Llc Frisco TX 09/2022 08/2024
Landaas & Company, Llc Milwaukee WI 09/2024 12/2025
Oarsman Capital, Inc Milwaukee WI 01/2026 Present
  • 09/2017 → 02/2022
    Nationwide Investment Services Corporation
    Columbus, OH
  • 06/2017 → 02/2018
    Athletic Club Of Columbus
    Columbus, OH
  • 08/2013 → 05/2017
    Capital University
    Columbus, OH
  • 02/2022 → 09/2022
    Wealth Advisors Trust Co.
    Dallas, TX
  • 09/2022 → 08/2024
    Cain, Watters & Associates, Llc
    Frisco, TX
  • 09/2024 → 12/2025
    Landaas & Company, Llc
    Milwaukee, WI
  • 01/2026 → Present
    Oarsman Capital, Inc
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-16
  • S63 Uniform Securities Agent State Law Examination
    2024-10-16
Designations
  • Chartered Financial Consultant
Other Names
  • Jacob Sheaf
  • Jacob Robert Sheaf

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

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