Jacob Daniel Schmahl
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Daniel Schmahl is an investment adviser representative with Cetera Investment Advisers LLC in Green Bay, WI, where they have been registered since 2025. They have worked in the securities industry since 2010 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Wisconsin.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
13 states and territories
Arizona, Florida, Georgia, Illinois, Iowa, Michigan, Minnesota, Missouri, Montana, Ohio, South Carolina, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Investment Services, LLCJul 2010 – Aug 2025Lacrosse, WI
- Northwestern Mutual LIFE Insurance CompanyFeb 2010 – Aug 2025Milwaukee, WI
- OLDE School Square Properties LLCMay 2026 – no end date reportedDe Pere, WI
- Northwestern Mutual Wealth Management CompanyDec 2016 – Aug 2025Milwaukee, WI
- Schmahl Financial GroupApr 2012 – no end date reportedDe Pere, WI
- Birchwood Retreat ON Little Saint Germain LLCSep 2023 – no end date reportedSt. Germain, WI
- VERO Wealth LLCAug 2025 – no end date reportedDe Pere, WI
- Cetera Wealth Services, LLCAug 2025 – no end date reportedEl Segundo, CA
- Cetera Investment Advisers LLCAug 2025 – no end date reportedSchaumburg, IL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Investment Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10,459
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-20406
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Daniel Schmahl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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