Terri Lynn Van Den Einde

Current Employers

Jacobson & Schmitt Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-04-12

WI RA
APPROVED

Since 2025-04-12

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

Organization	City	State	From	To
Jacobson & Schmitt Advisors, Llc	Middleton	WI	10/2021	Present
Thun Financial Advisors	Madison	WI	06/2014	10/2021

10/2021 → Present

Jacobson & Schmitt Advisors, Llc

Middleton, WI
06/2014 → 10/2021

Thun Financial Advisors

Madison, WI

Other Businesses

1) Village of Rockdale; non-investment related; Rockdale, WI. 53523; Municipality; Sewer administrator; Since 06/2016; approximately 10-12 hours per month; administrative work and attending board meetings

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-12

S65 Uniform Investment Adviser Law Examination

2025-04-12

View on SEC IAPD

Current Employers

Jacobson & Schmitt Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

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