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Daniel Richard Zawidowski

Jacobson & Schmitt Advisors, LLC

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About Daniel Richard Zawidowski

Daniel Richard Zawidowski is a registered Investment Advisor Representative (IAR) in Wisconsin. He is affiliated with Jacobson & Schmitt Advisors, LLC. Daniel Zawidowski has been in the industry for over 19 years. He holds the Series 4, 6, 7, 63, and 65 licenses. Daniel Zawidowski has previously been employed with SF INVESTMENTS, INC. and CITICORP INVESTMENT SERVICES. Daniel Zawidowski specializes in financial planning, portfolio management for individuals and pension consulting.

Firm Information

Daniel Zawidowski is currently registered with Jacobson & Schmitt Advisors, LLC. Jacobson & Schmitt Advisors, LLC is an investment advisor registered with the SEC. Based in Middleton, WI, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm manages approximately $461 million in assets for 1,046 clients.
Jacobson & Schmitt Advisors, LLC

8333 GREENWAY BLVD

MIDDLETON, WI 53562

$461.15M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Zawidowski’s Registration & Firm History

WI

07/06/2021 - Present

Jacobson & Schmitt Advisors, LLC (MIDDLETON WI)

IL

03/18/2004 - 04/30/2013

SF INVESTMENTS, INC. (HIGHLAND PARK IL)

NY

03/10/2003 - 12/12/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 03/26/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2005

Series 4 - Registered Options Principal Examination

BC

Issued 03/14/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/17/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Richard Zawidowski.
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