Cassandra Jean Meixelsperger

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

• 03/2016 → 03/2018
  B.C. Ziegler And Company
  Madison, WI
• 03/2018 → 08/2022
  Stifel, Nicolaus & Company, Incorporated
  Middleton, WI
• 08/2022 → Present
  Stifel, Nicolaus & Company, Incorporated
  Middleton, WI

Previous Registrations

• 2014-07-25 → 2018-03-16
  B. C. Ziegler And Company
  Middleton, WI

Exams

• S66 Uniform Combined State Law Examination
  2014-07-25
• S63 Uniform Securities Agent State Law Examination
  2004-03-20

Designations

• Certified Financial Planner

Other Names

• Cassandra Meixelsperger
• Casey Meixelsperger