Best Investors Account Sign in
Inactive

Brooke Marie Wolverton

Jacobson & Schmitt Advisors, LLC

Middleton, WI

South Jordan, UT

Claim This Profile
Current Employers
Jacobson & Schmitt Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-09-27
WI RA APPROVED 2022-09-17
  • UT RA
    APPROVED
    Since 2023-09-27
  • WI RA
    APPROVED
    Since 2022-09-17

Branch Locations

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

South Jordan, UT • 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 South Jordan UT 05/2021 Present
Utah Valley University Orem UT 03/2020 04/2021
Doterra Pleasant Grove UT 09/2018 03/2020
Deseret Book Riverton UT 07/2018 07/2018
Leiden Church Leiden 10/2016 04/2018
Iboats Draper UT 05/2016 10/2016
  • 05/2021 → Present
    Jacobson & Schmitt Advisors
    South Jordan, UT
  • 03/2020 → 04/2021
    Utah Valley University
    Orem, UT
  • 09/2018 → 03/2020
    Doterra
    Pleasant Grove, UT
  • 07/2018 → 07/2018
    Deseret Book
    Riverton, UT
  • 10/2016 → 04/2018
    Leiden Church
    Leiden
  • 05/2016 → 10/2016
    Iboats
    Draper, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-17
  • S65 Uniform Investment Adviser Law Examination
    2022-09-17

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CANOPY WEALTH MANAGEMENT
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CHARLES SCHWAB & CO., INC.
EDWARD JONES

Other Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

More in Middleton, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor