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Advisor at JACOBSON & SCHMITT ADVISORS, LLC
MIDDLETON, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JACOBSON & SCHMITT ADVISORS, LLC | Independent wealth | Jul 6, 2021 | n/a | yes | MIDDLETON, WI | Current employment |
| BROADVIEW FINANCIAL MANAGEMENT, LLC | Independent wealth | Apr 12, 2016 | Aug 13, 2021 | no | WAUWATOSA, WI | Previous registration |
| BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC | Former SEC adviser | Mar 26, 2014 | Apr 18, 2016 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROADVIEW FINANCIAL MANAGEMENT, LLC | JACOBSON & SCHMITT ADVISORS, LLC | Aug 13, 2021 | Jul 6, 2021 | -38 | Firm change after gap | RIA to RIA |
| BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC | BROADVIEW FINANCIAL MANAGEMENT, LLC | Apr 18, 2016 | Apr 12, 2016 | -6 | Firm change | Other |