Terri Van Den Einde
Jacobson & Schmitt Advisors · Middleton, Wisconsin
Terri Van Den Einde is a fee-only financial advisor at Jacobson & Schmitt Advisors in Middleton, Wisconsin. 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 |
| SEC registration | Investment adviser representative in WI · CRD 7509973 |
| Exams passed | Series 65 (2025) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jandsadvisors.com |
How Terri'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 Terri
Is Terri Van Den Einde a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terri 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 Terri charge for financial advice?
Terri's firm, Jacobson & Schmitt Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Terri Van Den Einde based?
Terri Van Den Einde is based in Middleton, Wisconsin.
Is Terri Van Den Einde registered with the SEC?
Yes. Terri Van Den Einde is registered as an investment adviser representative in WI (CRD 7509973), 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 Terri Van Den Einde?
Through Terri'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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