Richard
Boehm

Stifel Independent Advisors, LLC

CRD#2201706
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Richard Boehm is a financial advisor operating in Saint Louis, Missouri, who has been in the financial industry for 13 years. Boehm is an advisor for Stifel Independent Advisors, LLC. They have worked at Stifel Independent Advisors, Llc for their complete career. Boehm holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Stifel Independent Advisors, LLC is a registered investment firm headquartered in Saint Louis, Missouri. The firm has offices in 72 locations and a total of 110 employees. It administers $2 billion in assets across its 3,771 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 3,771 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. The company has a number 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. Fees for financial management typically are based on which services the firm provides the client. Fee types billed by Stifel Independent Advisors, LLC may include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Yes

Office Location

501 North Broadway
Saint Louis, MO 63102

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 Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$1,560,825,363

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

110

MO Average: 458
Total Number of Accounts

3,771

MO Average: 33,415
Average Account Size

$413,902

MO Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Richard Boehm Work History

Richard has 13 years of experience.

2009 - Present (13 years)

Century Securities

Disclosures

Richard Boehm has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel Independent Advisors, LLC

Shelley Strobel-Erhardt
Saint Louis, MO
Mary Steele
Landrum, SC
Matthew Wischmeier
O Fallon, IL
Jonathan Daniels
O Fallon, IL
Scott Latshaw
Saint Louis, MO
Shelby Terrill
Hannibal, MO
Michael Sirianni
Saint Louis, MO
Timothy Boostrom
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started