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Detailed Report
ANGELA MARY BEHM
ANGELA MARY BEHM MRS, ANGELA MARY LOWREY
CRD#: 5424359
IA
Investment Adviser
JACOBSON & SCHMITT ADVISORS, LLCCRD#: 140431 8333 GREENWAY BLVD
SUITE 330
MIDDLETON, WI 53562
Registration History
20122014201620182020202220242026IAJACOBSON & SCHMITT ADVISORS, LLC (CRD# 140431)2011 - Present (13 years)
License(s)

State Registrations

IA
Wisconsin 8/24/2011
Current Registration(s)
IA
JACOBSON & SCHMITT ADVISORS, LLC (CRD#:140431)
8333 GREENWAY BLVD SUITE 330, MIDDLETON, WI 53562
Registered with this firm since 8/24/2011
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.