Adam
Sweet

Jacobson & Schmitt Advisors, LLC

CRD#7147458
Investment Advisor
in Middleton, WI

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About this Advisor

Adam Sweet is a financial advisor based in Middleton, Wisconsin, working with Jacobson & Schmitt Advisors, LLC. Adam has previously held positions at Madison Investment Advisors and Jacobson & Schmitt Advisors, LLC. Adam is registered to provide services in Wisconsin. Currently, Adam is part of Jacobson & Schmitt Advisors, LLC, which operates out of Middleton, Wisconsin. The firm has 2 offices and 14 employees. The firm manages assets totaling $461.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Jacobson & Schmitt Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8333 Greenway Blvd Suite 330
Middleton, WI 53562

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Jacobson & Schmitt Advisors, LLC Brokerage Details

Total Assets Under Management

$461,151,832

WI Average: $2,826,565,184
Total Number of Employees

14

WI Average: 43
Total Number of Accounts

1,046

WI Average: 1,898
Average Account Size

$440,872

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Adam Sweet Work History

2019 - Present (6 years)

Jacobson & Schmitt Advisors, LLC

2009 - 2019 (10 years)

Madison Investment Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Adam Sweet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jacobson & Schmitt Advisors, LLC

Daniel Zawidowski
Middleton, WI
Erik Barker
Middleton, WI
Lucy Cuff
Middleton, WI
Christopher Johnson
Middleton, WI
Richard Vanden Boogard
Middleton, WI
Kathryn Thomas
Middleton, WI
Brooke Wolverton
Middleton, WI
Adam Sweet
Middleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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