Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Johnson is a financial advisor at Jacobson & Schmitt Advisors, LLC, located in Middleton, Wisconsin. Christopher has been working in the financial industry since 2013. Christopher holds the Series 66, Series 7, and SIE licenses. Christopher is also a Certified Financial Planner. Christopher provides financial planning, portfolio management, and pension consulting services to individuals and families.
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.
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WI
02/01/2018 - Present
Jacobson & Schmitt Advisors, LLC (MIDDLETON WI)
WI
09/30/2015 - 01/25/2018
WADDELL & REED (WAUKESHA WI)
WI
04/04/2014 - 09/16/2015
SAGEPOINT FINANCIAL, INC. (MILWAUKEE WI)
BOTH
Issued 06/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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