Kathryn Schaller
Jacobson & Schmitt Advisors · Middleton, Wisconsin
Kathryn Schaller is a fee-only financial advisor at Jacobson & Schmitt Advisors in Middleton, Wisconsin, who holds the CFP credential. Jacobson & Schmitt Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Jacobson & Schmitt Advisors |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $676.4M across 1,292 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 6708878 |
| Exams passed | Series 65 (2018) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jandsadvisors.com |
How Kathryn's firm compares
- Jacobson & Schmitt Advisors's average account is about $524,000, from its Form ADV (assets managed divided by 1,292 accounts).
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Questions about Kathryn
Is Kathryn Schaller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn holds no broker registration, and Jacobson & Schmitt Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathryn charge for financial advice?
Kathryn's firm, Jacobson & Schmitt Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathryn Schaller based?
Kathryn Schaller is based in Middleton, Wisconsin.
What credentials does Kathryn Schaller hold?
Kathryn Schaller holds the CFP credential.
Is Kathryn Schaller registered with the SEC?
Yes. Kathryn Schaller is registered as an investment adviser representative in WI (CRD 6708878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jacobson & Schmitt Advisors manage?
Jacobson & Schmitt Advisors reports $676.4M across 1,292 accounts in assets under management.
How do I contact Kathryn Schaller?
Through Kathryn's website, www.jandsadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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