Stifel, Nicolaus & Company, Inc
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.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stifel, Nicolaus & Company, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kathleen Schoudel Work History
Kathleen has 10 years of experience.
Stifel Nicolaus & Co Inc
Kathleen Schoudel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Coeur D Alene, ID
Palm Beach, FL