Jasper D. Vaccaro

ATLATL ADVISERS

Madison, WI 53713

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CRD#: 4087537

Professional summary

Jasper Dominic Vaccaro is a registered financial advisor currently at ATLATL ADVISERS located in Madison, Wisconsin.

Jasper is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jasper has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I, and my spouse, own a condo which we use for short term rentals through Airbnb and VRBO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jasper Dominic Vaccaro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 21, 2024 - Present

ATLATL ADVISERS

Office #1: 2921 Landmark Place Ste 501, Madison, WI 53713

RIA

CRD#: 284036

Madison, WI

Past

August 1, 2012 - November 23, 2015

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

JANESVILLE, WI

Past

January 5, 2000 - August 1, 2012

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

JANESVILLE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATLATL ADVISERS

ATLATL ADVISERS | FEDENIA ASSOCIATES, LLC | FEDENIA ADVISERS LLC | ATLATL ADVISERS LLC

CRD#: 284036 / SEC#: 801-129418

RIA

Registered Investment Advisory firm - (2/9/2024 Approved)

California

Registered Investment Advisory firm - (4/7/2024 Terminated)

Iowa

Registered Investment Advisory firm - (3/8/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/8/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(2/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/23/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/30/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATLATL ADVISERS

ATLATL ADVISERS | FEDENIA ASSOCIATES, LLC | FEDENIA ADVISERS LLC | ATLATL ADVISERS LLC

CRD#: 284036 / SEC#: 801-129418

RIA

Registered Investment Advisory firm - (2/9/2024 Approved)

California

Registered Investment Advisory firm - (4/7/2024 Terminated)

Iowa

Registered Investment Advisory firm - (3/8/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/8/2024 Terminated)

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Contact information

Main Address

2921 Landmark Place Ste 501, Madison, WI 53713

Mailing Address

Phone number

(608) 351-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - ATLATL ADVISERS (10/29/2025)

Regulatory assets under management

Total Number of Accounts	234
AUM (Assets Under Management)	$ 229,891,703

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jasper D. Vaccaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jasper Dominic Vaccaro's CRS (Customer Relationship Summary).

Certified licenses

Experience

BMO HARRIS FINANCIAL ADVISORS, INC.

M&I FINANCIAL ADVISORS, INC

Primary Firm SEC Registration

ATLATL ADVISERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2023

Series 63

Date: 12/15/1999

SIE

Date: 11/23/2015

Series 6

Date: 12/30/1999

Current Firm

ATLATL ADVISERS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLATL ADVISERS

TRUST BUT VERIFY

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