Wesley Hunter Strandberg

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

• 11/2012 → 09/2021
  Edward Jones
  St Louis, MO
• 09/2021 → Present
  Stifel, Nicolaus & Company, Incorporated
  Rocky Mount, NC

Previous Registrations

• 2013-03-18 → 2021-09-09
  Edward Jones
  Nashville, NC
  St Louis, MO
  Rocky Mount, NC

Other Businesses

1. St Andrew's Episcopal Church; 301 S Circle Dr, Rocky Mount, NC 27804; Church; Finance Committee Member; To be a steward of finances of the church; 03/29/2019; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 2. The N.E.W. Salvation Army of Rocky Mount; 1000 Hunter Hill Rd. Rocky Mount NC 27804; It is a non-profit providing support to underserved families in our local area; Advisory Board Member; General operational advisory support for the staff; 11/14/2023; 2.00hrs/month; During securities trading hours; Not Investment-Related 3. Rocky Mount Little League Legacy Fund; P.O. Box 8635 Rocky Mount NC 27804; To continue the legacy of the Rocky Mount Little League program through community support and awareness; Director; To generate community awareness and assist with fundraising; 03/25/2025; 4.00hr/month; During securities trading hours; Not Investment-Related 4. The DeLeon Carter Foundation; PO Box 8386 Rocky Mount, NC 27804; A non-profit foundation; Board Member; To help with the annual selection of the entities to receive grants from the foundation; 08/06/2025; 4hrs/yr; Not during securities trading hours; Not Investment Related 5. Benvenue Country Club; 100 Southern Blvd Rocky Mount, NC 27804; Private Country Club; Finance Committee member; To be a steward of the finances of the club.; 03/12/2026; 1 hour/month; During Securities Trading Hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2013-01-18

Designations

• Certified Financial Planner

Other Names

• Wesley Strandberg
• Wesley Hunter Strandberg