JACOBSON & SCHMITT ADVISORS, LLC

8333 Greenway Blvd
Suite 330
Middleton, Wisconsin 53562
Tel: (608) 662-7500

About JACOBSON & SCHMITT ADVISORS, LLC

JACOBSON & SCHMITT ADVISORS, LLC, formally registered with the SEC as JACOBSON & SCHMITT ADVISORS, LLC. The firm was established in 05/25/2006. They have over 3 offices throughout the country.

JACOBSON & SCHMITT ADVISORS, LLC is a Middleton, Wisconsin based Financial Planning firm with nearly $461,151,832 assets under management, offering retirement planning & investment advisory services to 1046 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140431
SEC#	801-66735
Assets Managed by Firm	$461,151,832
No. of Clients	1046
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1046	$461,151,832
Individuals (other than high net worth individuals)	241	$85,321,601
High net worth individuals	125	$347,357,641
Pension and profit sharing plans	Fewer than 5 clients	$3,010,672
Charitable organizations	12	$20,524,813
Corporations or other businesses	7	$4,937,105

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ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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