Meaghan Anne Schulte

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Stifel
  Belleville, IL

Other Businesses

1. Rental Property; 531 S Market Mascoutah IL 62258; Property Owner; Maintenance; affilliation started 11/01/2013; 1 hours per month; not during securities trading hours;not investment related. 2. Illinois Notary Public; Notary; 0.50 Hour(s) Per Month; during securities trading hours; Not Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-08
• S63 Uniform Securities Agent State Law Examination
  2016-02-26

Other Names

• Meaghan Anne Hereford