Erik
Barker
Jacobson & Schmitt Advisors, LLC
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About this Advisor
Erik Barker is a financial advisor based in Middleton, Wisconsin, working with Jacobson & Schmitt Advisors, LLC. Erik has previously held positions at T. Anton Investment House, Inc, Full-Time Student, and Jacobson & Schmitt Advisors, LLC. Erik has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Erik 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
Services Offered
Fee Structure
Office Location
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Jacobson & Schmitt Advisors, LLC Brokerage Details
$461,151,832
14
1,046
$440,872
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Erik Barker Work History
Jacobson & Schmitt Advisors, LLC
T. Anton Investment House, Inc
Full-Time Student
Disclosures
Please visit the SEC profile of Erik Barker 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
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
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