Shane
Wiehl

Stifel Independent Advisors, LLC

CRD#2205612
Investment Advisor
in Hutchinson, KS

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About this Advisor

Shane Wiehl is a financial advisor working out of Hutchinson, Kansas with a total of 20 years of industry experience. Wiehl is on the advisory team at Stifel Independent Advisors, LLC. Throughout their career, Wiehl has worked at S & G Power Cleaning and Stifel Independent Advisors, LLC. Wiehl holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas. Stifel Independent Advisors, LLC is a registered investment firm operating out of Saint Louis, MO. The firm has offices in 76 locations and a total of 166 employees. It has $3 billion in assets among its 8,262 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 15 charitable organizations. Of its 8,262 accounts, 21% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a wide assortment of services, such as 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. Financial management fees are based on which services the firm provides the client. Fees billed by Stifel Independent Advisors, LLC most likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 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

Office Location

6210 North Tobacco Road
Hutchinson, KS 67502

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$2,515,042,848

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

166

KS Average: 458
Total Number of Accounts

8,262

KS Average: 33,415
Average Account Size

$304,411

KS Average: $343,232

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

Shane Wiehl Work History

Shane has been registered as a financial advisor for 20 years.*

2003 - Present (21 years)

Stifel Independent Advisors, LLC

1989 - Present (35 years)

S & G Power Cleaning

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shane Wiehl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel Independent Advisors, LLC

John Boyle
Landrum, SC
Cynthia Boyle
Landrum, SC
Rakesh Patel
Pasadena, CA
Karl Walz
Saint Louis, MO
Aaron Lucero
Saint Louis, MO
Lee Wolfe
Woodland Hills, CA
Ryan Shoop
Westlake, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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