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Jeremy Paul Schwab

SUGAR MAPLE ASSET MANAGEMENT, LLC·SISTER BAY, Wisconsin
SIE, Series 7, Series 24, Series 53, Series 63, Series 65CFPClean record21 years registeredSUGAR MAPLE ASSET MANAGEMENT, LLC
2580 S BAY SHORE DRIVE, SISTER BAY, WI 54234CRD# 2890688Firm CRD# 282632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Paul Schwab · SISTER BAY, WI
Registration
CRD #2890688 · SUGAR MAPLE ASSET MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

SUGAR MAPLE ASSET MANAGEMENT, LLC
Jan 2016 – present
ADMIRAL ASSET MANAGEMENT, LLC
Sep 2013 – Jan 2016
STURGEON BAY, WI
LPL FINANCIAL LLC
Oct 2011 – Feb 2016
STURGEON BAY, WI
UVEST FINANCIAL SERVICES GROUP, INC.
Oct 2010 – Oct 2011
GREENBAY, WI
BAKER TILLY INVESTMENT ADVISORS
Feb 2005 – Jul 2009
MADISON, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · February 23, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632 · SEC 801-126457
AUM
$215M
Regulatory assets under management
Employees
3
188 client accounts
Services offered by SUGAR MAPLE ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SUGAR MAPLE ASSET MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeremy Paul Schwab offer?
Jeremy Paul Schwab specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SISTER BAY, Wisconsin for a consultation.
What are Jeremy Paul Schwab's credentials?
Jeremy Paul Schwab holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeremy Paul Schwab located?
Jeremy Paul Schwab is based in SISTER BAY, Wisconsin, working with SUGAR MAPLE ASSET MANAGEMENT, LLC. Their office serves clients in the SISTER BAY metropolitan area and surrounding communities.
How does Jeremy Paul Schwab charge for services?
Jeremy Paul Schwab's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUGAR MAPLE ASSET MANAGEMENT, LLC?
SUGAR MAPLE ASSET MANAGEMENT, LLC has approximately 3 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUGAR MAPLE ASSET MANAGEMENT, LLC

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SISTER BAY, WI

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