James Mathew Schaeve

Current Employers

Employment History

• 10/2025 → 08/2026
  Annex Wealth Management
  Brookfield, WI
• 02/2022 → 10/2025
  Associated Bank
  Milwaukee, WI
• 06/2021 → 02/2022
  Paycor
  Cincinnati, OH
• 06/2019 → 06/2021
  Direct Supply
  Milwaukee, WI
• 07/2017 → 09/2019
  American Family Insurance
  Mount Pleasant, WI
• 09/2016 → 05/2020
  Marquette University
  Milwaukee, WI
• 08/2026 → Present
  Intellicents Investment Solutions, Inc.
  Germantown, WI

Other Businesses

1. PlanPulseIQ LLC; investment related; W159N10845 Captains Dr. Germantown, WI 53022; 401(k) Advisor Software; Founder; title is Founder; 2/1/2026; 1 hour per month; 0 hours during securities trading hours; duties include Founder of start up business that will be dissolving, was a software to advisors to help run their book of business, sole founder and creator 2. Meraki By Kirs LLC; not investment related; W159N10845 Captains Dr., Germantown, WI 53022; online store; part owner/helper; wife owns and operates the online store, Jimmy's role is to manage the finances and run the shop; 7/1/2025; 10 hours a month; 0 hours during securities trading hours; duties include helping manage finances and run the shop

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-02

Other Names

• Jimmy Schaeve
• James Mathew Schaeve