Nicholas Wilhelm
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 yearsFirm in business
Are you Nicholas Wilhelm? Claim your profile
Contact this firm
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
13 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2026 to now
- LPL Enterprise LLCApr 2025 to Jul 2026
- Prudential FinancialOct 2024 to Jul 2026
- Adaptive Solutions GroupJun 2022 to Aug 2024
- Enterprise HoldingsJun 2021 to May 2022
- Southeast Missouri State UniversityAug 2017 to May 2021
- Francis Howell High SchoolAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7992840
- Firm CRD
- 793