Jeffrey Alan Wiese
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
23 yearsExperience
2 statesRegistered 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
23 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2024 to now
- University of MissouriAug 2023 to Apr 2024
- Thrivent FinancialOct 2022 to Aug 2023
- Thrivent Investment Management IncAug 2022 to Aug 2023
- Neighbors BankApr 2021 to Oct 2022
- Veterans United Home LoansSep 2020 to Apr 2021
- University of MissouriApr 2003 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 7598748
- Firm CRD
- 793