Kathleen
Schoudel

About this Advisor

Kathleen Schoudel is an investment advisor located in Montgomery, Alabama. Currently a registered advisor with Stifel, Nicolaus & Company, Inc, they have accumulated 10 years of professional experience in the financial advisory industry. Schoudel holds Series 63 and Series 66 licenses, which certify them as a securities representative. Schoudel is able to operate based out of Alabama and Texas. Schoudel has spent their career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Montgomery, Alabama, and operates out of 431 offices across the United States. As a company, Stifel, Nicolaus & Company, Inc manages $98 billion in assets throughout 244,516 accounts and employs more than 6,153 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 40% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.