John Wichlenski
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2022 to now
- Noble FinancialAug 2022 to Aug 2022
- StudentAug 2021 to Aug 2022
- PlancorpJun 2021 to Aug 2021
- Fcs Private Wealth ManagementJan 2021 to May 2021
- StudentAug 2020 to Jan 2021
- Salter EnterprisesMar 2020 to Aug 2020
- StudentAug 2019 to Mar 2020
- Missouri Athletic ClubMay 2019 to Aug 2019
- StudentOct 2017 to May 2019
- Ace HardwareMar 2017 to Oct 2017
- StudentDec 2016 to Mar 2017
- Naked VineAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7330576
- Firm CRD
- 793