Jacob Daniel Schmahl

Current Employers

Employment History

• 07/2010 → 08/2025
  Northwestern Mutual Investment Services, Llc
  Lacrosse, WI
• 02/2010 → 08/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2026 → Present
  Olde School Square Properties Llc
  De Pere, WI
• 12/2016 → 08/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2012 → Present
  Schmahl Financial Group
  De Pere, WI
• 09/2023 → Present
  Birchwood Retreat On Little Saint Germain Llc
  St. Germain, WI
• 08/2025 → Present
  Vero Wealth Llc
  De Pere, WI
• 08/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: VERO WEALTH LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 07/2025 POSITION/TITLE/RELATIONSHIP: OWNER, FOUNDER, WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FOUNDED WEALTH MANAGEMENT FIRM FOR MY PRACTICE FOR MARKETING AND SERVICE OF SECURITES AND INSURANCE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2010 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: SCHMAHL FINANCIAL GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LLC FOR ACCOUNTING AND TAX PURPOSES START DATE: 04/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: MANAGE PERSONAL ACCOUNTING AND PERSONAL TAX FILING 4. NAME OF OTHER BUSINESS: BIRCHWOOD RETREAT ON LITTLE SAINT GERMAIN LLC INVESTMENT RELATED: NO ADDRESS: ST. GERMAIN, WI NATURE OF BUSINESS: REAL ESTATE START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: .25 OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY 5. NAME OF OTHER BUSINESS: OLDE SCHOOL SQUARE PROPERTIES LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE HOLDING FOR OFFICE BUILDING START DATE: 6/1/2027 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: OVERSEE THE BUILDING OF MY OFFICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-23
• S63 Uniform Securities Agent State Law Examination
  2011-01-08