Daniel Zawidowski

from Jacobson & Schmitt Advisors, LLC
SEC regulated
Regulated Investment Advisor
Daniel Zawidowski is a financial advisor based in Wisconsin, Middleton, with 11 years of experience. Daniel currently works for Jacobson & Schmitt Advisors, LLC. Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Zawidowski works at Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC is a financial advisory firm based in Middleton, Wisconsin. It currently has approximately $364,350,203 of assets under management and employs about 12 people. Jacobson & Schmitt Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
8333 Greenway Blvd, Suite 330, Middleton, Wisconsin, 53562

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