Matthew
Andrews

Stifel, Nicolaus & Company, Inc

CRD#5791309
Investment Advisor
in West Bend, WI

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About this Advisor

Matthew Andrews is a financial advisor based in West Bend, Wisconsin, working with Stifel, Nicolaus & Company, Inc. Matthew has previously held positions at B.C. Ziegler And Company and Stifel, Nicolaus & Company, Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Matthew is part of Stifel, Nicolaus & Company, Inc, which operates out of West Bend, Wisconsin. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

125 E. Water Street
West Bend, WI 53095

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

WI Average: 458
Total Number of Accounts

348,524

WI Average: 33,415
Average Account Size

$428,231

WI Average: $343,232

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

Matthew Andrews Work History

2018 - Present (6 years)

Stifel, Nicolaus & Company, Inc

2014 - 2018 (4 years)

B.C. Ziegler And Company

Disclosures

Please visit the SEC profile of Matthew Andrews 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

John Thomas
Saint Louis, MO
John Simmons
Auburn, AL
Macgregor Hunter
Carlsbad, CA
Paul Vidovich
Greensboro, NC
Beaux Johnston
Phoenix, AZ
John-Erik Anderson
Bellevue, WA
Michael Stiuso
Garden City, NY
Gregory Gonzales
Greensboro, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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