Kathryn Ann Schaller
Investment adviser representative at Jacobson & Schmitt Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$676.4MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Jacobson & Schmitt Advisors, LLCSep 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
Jacobson & Schmitt Advisors, LLC
$676.4MAssets managed
462Clients
12Advisers
20 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
- 6708878
- Firm CRD
- 140431