Matthew
Wischmeier

Century Securities Associates, Inc

CRD#5722168
Investment Advisor
in O Fallon, IL

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About this Advisor

Matthew Wischmeier is a certified financial planner who works in O Fallon, Illinois. Currently an investment advisor at Century Securities Associates, Inc, they have accrued 11 years of practice in the financial advisory industry. Wischmeier maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Wischmeier is registered to work with clients based out of Missouri. Throughout their career, Wischmeier has worked at Century Securities Associates, Inc, Kbw, Century Securities Associates, Century Securities Associates, Inc(28218) and Stifel, Nicolaus & Company, Inc. Century Securities Associates, Inc is located in O Fallon, Illinois, and has 80 additional brick-and-mortar locations in the nation. In aggregate, Century Securities Associates, Inc manages $947 million in assets covering 3,040 accounts and retains more than 119 people. The firm's total assets under management makes it one of the bigger firms in the nation. The firm manages 1,500 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 33% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Century Securities Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

800 S Lincoln Ave Pob 1356
O Fallon, IL 62269

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Century Securities Associates, Inc Brokerage Details

Total Assets Under Management

$947,149,710

IL Average: $11,469,110,461
Total Number of Employees

119

IL Average: 458
Total Number of Accounts

3,040

IL Average: 33,415
Average Account Size

$311,562

IL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Wischmeier Work History

Matthew has 11 years of experience.

2019 - Present (3 years)

Century Securities Associates, Inc(28218)

2015 - 2019 (4 years)

Kbw

2015 - 2019 (4 years)

Century Securities Associates

2011 - 2019 (8 years)

Stifel, Nicolaus & Company, Inc

2009 - 2011 (2 years)

Century Securities Associates, Inc

Disclosures

Matthew Wischmeier has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Century Securities Associates Inc

Scott Metzner
Port Huron, MI
Christopher Howard
O Fallon, IL
Shelley Strobel-Erhardt
Saint Louis, MO
Jonathan Daniels
O Fallon, IL
Michael Sirianni
Saint Louis, MO
Dana Radavich
Middleton, WI
Kenneth Ward
New York, NY
Erin Ellis
Saint Louis, MO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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