Unclaimed Profile

M. Dale Fritz

JACOBUS WEALTH MANAGEMENT INC·MILWAUKEE, Wisconsin

Series 6, Series 63Clean record16 years registeredJACOBUS WEALTH MANAGEMENT INC

2323 N.MAYFAIR ROAD,SUITE 240, MILWAUKEE, WI 53226-1506CRD# 2245128Firm CRD# 106777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

M. Dale Fritz · MILWAUKEE, WI

Registration

CRD #2245128 · JACOBUS WEALTH MANAGEMENT INC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JACOBUS WEALTH MANAGEMENT INC

JACOBUS WEALTH MANAGEMENT INC

Mar 2010 – Aug 2016

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · March 12, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JACOBUS WEALTH MANAGEMENT INC

CRD 106777 · SEC 801-51444

AUM

$791M

Regulatory assets under management

Employees

1,104 client accounts

Services offered by JACOBUS WEALTH MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACOBUS WEALTH MANAGEMENT INC →

Introduction

Speak with M.

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if M. is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does M. Dale Fritz offer?

M. Dale Fritz specializes in Financial Planning, Investment Management, Wealth Management.

What are M. Dale Fritz's credentials?

M. Dale Fritz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is M. Dale Fritz located?

M. Dale Fritz is based in MILWAUKEE, Wisconsin, last registered with JACOBUS WEALTH MANAGEMENT INC.

How does M. Dale Fritz charge for services?

M. Dale Fritz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACOBUS WEALTH MANAGEMENT INC?

JACOBUS WEALTH MANAGEMENT INC has approximately 14 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →