Shelley
Strobel-Erhardt

Stifel Independent Advisors, LLC

CRD#2860506
Investment Advisor
in Saint Louis, MO

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About this Advisor

Shelley Strobel-Erhardt is a financial advisor based out of Saint Louis, Missouri with a total of 6 years of relevant experience. Strobel-Erhardt is currently employed by Stifel Independent Advisors, LLC. They have spent their whole employment at Stifel Independent Advisors, Llc. Strobel-Erhardt has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Stifel Independent Advisors, LLC is a firm headquartered in Saint Louis, MO. The company has offices in 76 locations and a total of 166 employees. It administers $3 billion in total assets among its 8,262 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 15 charities and foundations. Of its 8,262 customer accounts, 21% belong to high-net-worth investors who have greater than $1 million in investable assets. Stifel Independent Advisors, LLC provides a diverse 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. A financial advisor's fees usually are based on the type of financial services provided. Fees billed by Stifel Independent Advisors, LLC most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

501 North Broadway
Saint Louis, MO 63102

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$2,515,042,848

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

166

MO Average: 458
Total Number of Accounts

8,262

MO Average: 33,415
Average Account Size

$304,411

MO 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

Shelley Strobel-Erhardt Work History

Shelley has been registered as a financial advisor for 6 years.*

2012 - Present (12 years)

Stifel Independent Advisors, LLC

*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 Shelley Strobel-Erhardt 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
Karl Walz
Saint Louis, MO
Matthew Schroeder
Saint Louis, MO
Meredith Graeber
Spring, TX
Brian Long
Edinboro, PA
Joseph Oliver
Saint Louis, MO

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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