Unclaimed Profile

Matthew Richard Wischmeier

STIFEL, NICOLAUS & COMPANY, INCORPORATED·ST LOUIS, Missouri

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 66CFPClean record16 years registeredSTIFEL, NICOLAUS & COMPANY, INCORPORATED

501 N BROADWAY, ST LOUIS, MO 63102CRD# 5722168Firm CRD# 793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Richard Wischmeier · ST LOUIS, MO

Registration

CRD #5722168 · STIFEL, NICOLAUS & COMPANY, INCORPORATED · 16 years registered

Brand Profile

Not yet started

Career History

STIFEL INDEPENDENT ADVISORS, LLC

Jun 2015 – present

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Sep 2011 – Sep 2019

ST. LOUIS, MO

CENTURY SECURITIES ASSOCIATES INC

Apr 2010 – Aug 2011

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 24

Series 66

Registration record

First registered · April 27, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD 793 · SEC 801-10746

AUM

$149.2B

Regulatory assets under management

Employees

6,534

348,524 client accounts

Services offered by STIFEL, NICOLAUS & COMPANY, INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STIFEL, NICOLAUS & COMPANY, INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Matthew Richard Wischmeier offer?

Matthew Richard Wischmeier specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ST LOUIS, Missouri for a consultation.

What are Matthew Richard Wischmeier's credentials?

Matthew Richard Wischmeier holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Richard Wischmeier located?

Matthew Richard Wischmeier is based in ST LOUIS, Missouri, working with STIFEL, NICOLAUS & COMPANY, INCORPORATED. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.

How does Matthew Richard Wischmeier charge for services?

Matthew Richard Wischmeier's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STIFEL, NICOLAUS & COMPANY, INCORPORATED?

STIFEL, NICOLAUS & COMPANY, INCORPORATED has approximately 6534 employees and manages $149.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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