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Leah Lillian Halvorson

Jacobson & Schmitt Advisors, LLC

Middleton, WI

CRD 8158921

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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 2025-09-30
  • WI RA
    APPROVED
    Since 2025-09-30

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
Jacobson & Schmitt Advisors, Llc Middleton WI 05/2024 Present
London Mutual Credit Union London 03/2024 04/2024
University Of Wisconsin-Madison Madison WI 09/2021 05/2025
Northstar Ford Duluth MN 11/2020 07/2021
Unemployed N/A XX 09/2015 04/2020
Wheel Fun Rentals Duluth MN 05/2020 08/2022
  • 05/2024 → Present
    Jacobson & Schmitt Advisors, Llc
    Middleton, WI
  • 03/2024 → 04/2024
    London Mutual Credit Union
    London
  • 09/2021 → 05/2025
    University Of Wisconsin-Madison
    Madison, WI
  • 11/2020 → 07/2021
    Northstar Ford
    Duluth, MN
  • 09/2015 → 04/2020
    Unemployed
    N/A, XX
  • 05/2020 → 08/2022
    Wheel Fun Rentals
    Duluth, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-30
  • S65 Uniform Investment Adviser Law Examination
    2025-09-30

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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