Staci Lynn Atwood

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

• 06/1995 → Present
  Stifel, Nicolaus & Company, Incorporated
  St Louis, MO
• 05/2012 → Present
  Stifel Independent Advisors, Llc
  St Louis, MO

Other Businesses

1. St. Matthew Church; 1200 Moreland Drive, Belleville, IL 62223; Church; Finance Committee Member; Attend committee meetings once/month to discuss financial matters for the church; 01/01/2021; 3.00hrs/Month; Not During Securities Trading Hours; Not Investment-Related. 2. St. Matthew Church; 1200 Moreland Dr. Belleville, IL 62223; Church; Administrative Board member; Attend Administrative Board meetings as a member of the Finance Committee, a sub-committee of the Administrative Board; 01/01/2024; 3.00hrs/month; Not During Securities Trading Hours; Not Investment-Related. 3. Althoff Catholic High School Parents and Friends Club; 5401 W. Main St. Belleville, IL 62226; Private High School; Parents & Friends Club Treasurer; Prepare annual budget for club, reconcile expenses reported by the school treasurer to expenses club has authorized for activity chairs, discuss details of activities the club plans for the year; 09/18/2025; 3hrs/mth; Not during securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-26
• S63 Uniform Securities Agent State Law Examination
  1995-11-09

Other Names

• Staci Lynn Scheffler
• Staci Saeger
• Staci L Scheffler
• Staci Lynn Atwood
• Staci Lynn Bennett