Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Wolverton is an Investment Advisor Representative with Jacobson & Schmitt Advisors, LLC. Brooke is a licensed Investment Advisor Representative in Wisconsin and Utah. Brooke has been in the industry for over 3 years. Brooke specializes in portfolio management for individuals, financial planning, and pension consulting. Brooke is registered with Jacobson & Schmitt Advisors, LLC, a firm with over $461 million in assets under management. The firm provides services to a range of clients, including individuals, charitable organizations, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
09/17/2022 - Present
Jacobson & Schmitt Advisors, LLC (MIDDLETON WI)
IA
Issued 09/17/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Brooke Wolverton is the right advisor for you? Invested Better is here to help.
