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8333 Greenway Blvd Suite 330, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-06 |
Branch Locations
8333 Greenway Blvd Suite 330, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobson & Schmitt Advisors, Llc | Middleton | WI | 01/2022 | 11/2024 |
| Full-Time Student | Poynette | WI | 08/2013 | 05/2024 |
| Jacobson & Schmitt Advisors, Llc | Middleton | WI | 11/2024 | Present |
1) National Association of Personal Financial Advisors; Not Investment-Related; 8700 W. Bryn Mawr Avenue, 700 N, Chicago, IL 60631; Women's Initiative Committee Member; 05/30/2022; 2 hours per month; discover ways to get more women involved in financial advising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
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