Brooke Wolverton (CRD# 7509966) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Jacobson & Schmitt Advisors | South Jordan, UT | May 2021 - Current | 3 |
Utah Valley University | Orem, UT | Mar 2020 - Apr 2021 | 1 |
Doterra | Pleasant Grove, UT | Sep 2018 - Mar 2020 | 1 |
Deseret Book | Riverton, UT | Jul 2018 - Jul 2018 | < 1 |
Leiden Church | Leiden, | Oct 2016 - Apr 2018 | 1 |
Iboats | Draper, UT | May 2016 - Oct 2016 | < 1 |
Subway | Draper, UT | Aug 2013 - May 2016 | 2 |
High School | Draper, UT | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- UT
- WI
-
Total Assets Under Management461MILLIONS
-
Total Number of Accounts1,046ACCOUNTS
-
Average Account Value$440,872
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, CA, CO, FL, IL, MN, NY, OH, PA, TX, UT, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.