Kathryn Schaller has been an investment adviser representative at Jacobson & Schmitt Advisors since January 2018, 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 · 8 yearsMiddleton, WI · Adviser representative · Firm CRD 140431
Investment adviser representative registrations
Kathryn Schaller is registered as an investment adviser representative in Wisconsin, since January 2018.
- WisconsinSince 15 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kathryn Ann Schaller
- CRD
- 6708878
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathryn Schaller work?
Kathryn Schaller is an investment adviser representative registered through Jacobson & Schmitt Advisors, LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Kathryn Schaller a financial advisor?
Yes. Kathryn Schaller has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since January 2018.
How many years of experience does Kathryn Schaller have?
Kathryn Schaller has 8 years in the financial industry, since January 2018, across 1 adviser firm.
What exams has Kathryn Schaller passed?
Kathryn Schaller passed the Series 65 in January 2018.
Where is Kathryn Schaller based?
Kathryn Schaller’s registered office is in Middleton, WI.
Is Kathryn Schaller registered with FINRA?
No. Kathryn Schaller has no current broker registration.
How can I verify Kathryn Schaller’s record?
Search CRD 6708878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathryn Schaller’s full registration record.
