Angela Behm has been an investment adviser representative at Jacobson & Schmitt Advisors since August 2011, and is not listed among the firm’s executive officers or direct owners.
Jacobson & Schmitt Advisors, LLC is a Middleton, WI firm with $676M under management, 462 clients and 12 advisers across 3 offices, as of its August 2026 filing.
- – present · 15 yearsMiddleton, WI · Adviser representative · Firm CRD 140431
Investment adviser representative registrations
Angela Behm is registered as an investment adviser representative in Wisconsin, since August 2011.
- WisconsinSince 24 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Angela Mary Behm
- CRD
- 5424359
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Angela Behm work?
Angela Behm is an investment adviser representative registered through Jacobson & Schmitt Advisors, LLC since August 2011, and is not listed among the firm’s executive officers or direct owners.
Is Angela Behm a financial advisor?
Yes. Angela Behm has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since August 2011.
How many years of experience does Angela Behm have?
Angela Behm has 15 years in the financial industry, since August 2011, across 1 adviser firm.
What exams has Angela Behm passed?
Angela Behm passed the Series 65 in August 2011.
Where is Angela Behm based?
Angela Behm’s registered office is in Middleton, WI.
Is Angela Behm registered with FINRA?
No. Angela Behm has no current broker registration.
How can I verify Angela Behm’s record?
Search CRD 5424359 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angela Behm’s full registration record.
