Best Investors Account Sign in

James Erich Matheson

Stifel, Nicolaus & Company, Incorporated

West Bend, WI

Claim This Profile
Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-03
WI RA APPROVED 2026-07-31
  • TX RA
    APPROVED
    Since 2026-08-03
  • WI RA
    APPROVED
    Since 2026-07-31

Branch Locations

125 E. Water Street, West Bend, WI 53095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pizza Ranch Waukesha WI 09/2024 01/2026
N/A Menomonee Falls WI 05/2024 09/2024
Wisconsin Shower Door Menomonee Falls WI 03/2020 05/2024
Grace College And Theological Seminary Winona Lake IN 08/2018 05/2023
Slinger High School Slinger WI 09/2014 06/2018
Fill N Chill Slinger WI 06/2018 08/2020
Stifel, Nicolaus & Company, Incorporated West Bend WI 02/2026 Present
  • 09/2024 → 01/2026
    Pizza Ranch
    Waukesha, WI
  • 05/2024 → 09/2024
    N/A
    Menomonee Falls, WI
  • 03/2020 → 05/2024
    Wisconsin Shower Door
    Menomonee Falls, WI
  • 08/2018 → 05/2023
    Grace College And Theological Seminary
    Winona Lake, IN
  • 09/2014 → 06/2018
    Slinger High School
    Slinger, WI
  • 06/2018 → 08/2020
    Fill N Chill
    Slinger, WI
  • 02/2026 → Present
    Stifel, Nicolaus & Company, Incorporated
    West Bend, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-31
  • S66 Uniform Combined State Law Examination
    2026-07-31

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CWP PRIVATE WEALTH MANAGEMENT
CAPITAL WEALTH ADVISORS, LTD.
LARSON WEALTH MANAGEMENT, LLC
HBW RIA SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

NATHAN WESTPHAL
JUSTIN EIGNER
DENNIS OPIE
EVAN A MEYER
PEYTON B JANTO
KIMBERLY STREFF
BOYD JANTO
BRETT VUYK

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST BEND, WI
CWP PRIVATE WEALTH MANAGEMENT · WEST BEND, WI
CAPITAL WEALTH ADVISORS, LTD. · WEST BEND, WI
LARSON WEALTH MANAGEMENT, LLC · WEST BEND, WI
HBW RIA SERVICES, LLC · WEST BEND, WI
THRIVENT INVESTMENT MANAGEMENT INC. · WEST BEND, WI
THRIVENT INVESTMENT MANAGEMENT INC. · WEST BEND, WI
J.P. MORGAN SECURITIES LLC · WEST BEND, WI

More in West Bend, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor