Parker Mitchell Leisses
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$197.5BFirm assets
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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
22 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedNov 2024 to now
- Stifel Financial Corp.Aug 2023 to now
- Chasers 2.0Aug 2022 to now
- Milwaukee ToolJun 2022 to Aug 2022
- University of Wisconsin - MadisonSep 2019 to May 2023
- Park Avenue Sports CafeNov 2016 to Aug 2019
- Beaver Dam School DistrictAug 2004 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7795279
- Firm CRD
- 793