Jeffrey
Wiese
Stifel, Nicolaus & Company, Inc
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About this Advisor
Jeffrey Wiese is a financial advisor based in Columbia, Missouri, working with Stifel, Nicolaus & Company, Inc. Jeffrey has previously held positions at Neighbors Bank, Veterans United Home Loans, University Of Missouri, Thrivent Investment Management Inc, Thrivent Financial, and Stifel, Nicolaus & Company, Inc. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Jeffrey is part of Stifel, Nicolaus & Company, Inc, which operates out of Columbia, Missouri. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
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
Jeffrey Wiese Work History
Stifel, Nicolaus & Company, Inc
University Of Missouri
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Neighbors Bank
Veterans United Home Loans
University Of Missouri
Disclosures
Please visit the SEC profile of Jeffrey Wiese 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, Nicolaus & Company, Inc
Saint Louis, MO
Garden City, NY
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Garden City, NY
Greensboro, NC
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