Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Richard Wischmeier is a financial advisor with Stifel Independent Advisors, LLC. He is based out of the O'Fallon, IL office. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional with over 13 years of experience in the financial services industry. Matthew is registered with the state of Illinois, Missouri and Texas. Prior to joining Stifel Independent Advisors, LLC, Matthew worked at Keefe, Bruyette & Woods, Inc., Stifel, Nicolaus & Company, Incorporated, Sterne Agee Financial Services, Inc., Sterne, Agee & Leach, Inc. and Century Securities Associates, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/27/2022 - Present
Stifel Independent Advisors, LLC (O'FALLON IL)
NY
05/20/2015 - 09/04/2019
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
MO
09/14/2011 - 09/04/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
AL
03/15/2016 - 06/30/2016
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
03/15/2016 - 06/30/2016
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
MO
03/09/2010 - 08/30/2011
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
BOTH
Issued 04/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/23/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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