Terri Van Den Einde has been an investment adviser representative at Jacobson & Schmitt Advisors since April 2025, 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 · 1 yearMiddleton, WI · Adviser representative · Firm CRD 140431
Investment adviser representative registrations
Terri Van Den Einde is registered as an investment adviser representative in Wisconsin, since April 2025.
- WisconsinSince 12 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Terri Lynn Van Den Einde
- CRD
- 7509973
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Terri Van Den Einde work?
Terri Van Den Einde is an investment adviser representative registered through Jacobson & Schmitt Advisors, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Terri Van Den Einde a financial advisor?
Yes. Terri Van Den Einde has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since April 2025.
How many years of experience does Terri Van Den Einde have?
Terri Van Den Einde has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Terri Van Den Einde passed?
Terri Van Den Einde passed the Series 65 in April 2025.
Where is Terri Van Den Einde based?
Terri Van Den Einde’s registered office is in Middleton, WI.
Is Terri Van Den Einde registered with FINRA?
No. Terri Van Den Einde has no current broker registration.
How can I verify Terri Van Den Einde’s record?
Search CRD 7509973 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terri Van Den Einde’s full registration record.
