Jacob William Schlicht
Investment adviser representative at Kickstand Wealth Advisors
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$633.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Kickstand Wealth AdvisorsSep 2023 to now
- Tcwp LLC dba Kickstand Wealth AdvisorsJun 2021 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2007 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Kickstand Wealth Advisors
Legal name: Kickstand Ventures, LLC
$633.5MAssets managed
376Clients
6Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5072855
- Firm CRD
- 327022