Shane Ly Schlemitz
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 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
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2026 to now
- Sls Capital PartnersJan 2025 to Aug 2026
- Robert W. BairdJul 2023 to Jul 2025
- UnemployedMay 2023 to Jul 2023
- Robert W. BairdMay 2022 to Aug 2022
- Indiana University - Kelley School of BusinessAug 2021 to May 2023
- The Mitre CorporationFeb 2020 to Jul 2021
- Ernst & Young LLP (ey)Aug 2014 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7562663
- Firm CRD
- 793