Investment adviser representative · Jacobson & Schmitt Advisors, LLC
Angela M. Behm
CRD 5424359 · Middleton, WI
At a glance
Angela M. Behm is an investment adviser representative with Jacobson & Schmitt Advisors, LLC in Middleton, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Angela’s SEC record dates to 2011, about 15 years ago.
Current advisory firm
- Jacobson & Schmitt Advisors, LLCSince August 2011Middleton, WI · $676M in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Angela’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.