Terri Lynn Van Den Einde

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-04-12