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Matthew Wischmeier

Advisor at Stifel Independent Advisors, LLC

Updated today

Location

O'fallon, IL 62269

Credentials

CFP®, Series 66

Industry experience

16 years

About

Matthew Wischmeier is a CFP® professional with 16 years of industry experience, currently serving at Stifel Independent Advisors, LLC since 2019. His prior roles include positions at Century Securities Associates, KBW, and Stifel. He is also a notary for the State of Missouri. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services tailored through a collaborative planning process based on proprietary market assumptions and probabilistic modeling. The firm operates both advisory and brokerage businesses, providing a broad range of financial services supported by affiliated trust and banking capabilities.

Client services

Based on Stifel Independent Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stifel Independent Advisors, LLC

General retirement planning Income planning Wealth management

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Fee options

Commissions

Brokerage commissions apply for securities transactions implemented through the firm; separate agreement required

Other

Minimum fee: Up to $5,000 per financial planning engagement; fees vary by complexity and scope Fee-only: Up to $5,000 for fee-based financial planning services; fees negotiated and paid directly or via account debit

Location

800 S Lincoln Ave, Pob 1356

O'fallon, IL 62269

Most active in

Illinois · Missouri · Texas

Work history

Stifel Independent Advisors, LLC

2019 - Present (7 years)

Century Securities Associates

2015 - 2019 (4 years)

Kbw

2015 - 2019 (4 years)

STIFEL

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

Collinsville, IL

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Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.

Active portfolio management Passive / index investing Options & derivatives strategies
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Dalton P

CFP®, Series 65

O'fallon, IL

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Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Michael C

CFP®, Series 63, Series 65

O'fallon, IL

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Michael Clark is a CFP® professional with 19 years of industry experience. He is a principal at Clark Wealth Partners, LLC, where he has worked since 2016. Prior to that, he was with Visionary Wealth Advisors and Tmfs Advisors, LLC. Clark also maintains a minor role as an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, tailoring portfolios to client objectives using a combination of analytical methods and internal model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Nathaniel K

CFP®, Series 63, Series 66

O'fallon, IL

Cambridge Capital Management, LLC

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Nicholas R

Series 65

Highland, IL

Powers Advisory Group, LLC

Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Andrew B

Series 66

O'fallon, IL

Clark Wealth Partners, LLC

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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