Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Mielke is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the industry. William is registered to provide securities and investment advisory services in 15 states including Texas, Wisconsin and California. William is a member of FINRA and holds the Series 7, Series 63 and Series 65 licenses. William Robert Mielke is also a registered investment advisor in Texas and Wisconsin. William has a strong background in portfolio management for individuals and businesses, as well as financial planning and pension consulting. William Robert Mielke is committed to providing his clients with personalized service and sound financial advice.
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
WI
12/30/1999 - Present
Stifel, Nicolaus & Company, Inc. (GREEN BAY WI)
WI
12/21/1983 - 10/04/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 06/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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