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Shane Allan Wiehl

Stifel Independent Advisors, LLC

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About Shane Allan Wiehl

Shane Allan Wiehl is a financial advisor with Stifel Independent Advisors, LLC. Shane has been in the industry since February 16, 1992. Shane holds a Series 7, Series 63, and Series 65 securities licenses and the SIE exam certification. Shane is registered as a Broker-Dealer with the state of Kansas. In addition to his securities licenses, Shane also holds the SIE exam certification. Shane specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Shane Wiehl is currently registered with Stifel Independent Advisors, LLC. Stifel Independent Advisors, LLC is a Limited Liability Company formed in 2021. They are headquartered in St. Louis, Missouri and offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. They manage assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm has over 140 registered representatives and advisors and manages over $3.5 billion in assets.
Stifel Independent Advisors, LLC

501 N BROADWAY

ST LOUIS, MO 63102

$3.56B

Assets Under Management

Not reported

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shane Wiehl’s Registration & Firm History

KS

08/22/2003 - Present

Stifel Independent Advisors, LLC (HUTCHINSON KS)

MO

08/12/1993 - 08/25/2003

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

NY

02/12/1992 - 08/06/1993

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Allan Wiehl.
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