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Jacob Steven Mayer

CUSHING CAPITAL PARTNERS, LLC·DELAFIELD, Wisconsin
Unclaimed Profile
417 GENESEE STREET, DELAFIELD, WI 53018CRD# 6295678Firm CRD# 313497
01

About

Jacob Steven Mayer is a registered financial advisor based in DELAFIELD, Wisconsin, affiliated with CUSHING CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CUSHING CAPITAL PARTNERS, LLC
CUSHING CAPITAL PARTNERS, LLC
AUM
$209M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CUSHING CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6295678
Firm CRD# 313497
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Steven Mayer offer?
Jacob Steven Mayer specializes in Financial Planning, Investment Management. Contact their office in DELAFIELD, Wisconsin for a consultation.
What are Jacob Steven Mayer's credentials?
Jacob Steven Mayer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Steven Mayer located?
Jacob Steven Mayer is based in DELAFIELD, Wisconsin, working with CUSHING CAPITAL PARTNERS, LLC. Their office serves clients in the DELAFIELD metropolitan area and surrounding communities.
How does Jacob Steven Mayer charge for services?
Jacob Steven Mayer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUSHING CAPITAL PARTNERS, LLC?
CUSHING CAPITAL PARTNERS, LLC has approximately 5 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DELAFIELD
Lilli Gust — ARNOLD INVESTMENT COUNSEL INCSteven Frederick Mayer — CUSHING CAPITAL PARTNERS, LLCAndy Patrick Ramer — WARNKE/NICHOLS LTD.Terence Victor Pavlic — PAVLIC INVESTMENT ADVISORS, INC.Robert Terrence Dignan — CEDARPOINT INVESTMENT ADVISORS, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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