Shelley Schudlich

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

• 03/1999 → 07/2018
  Oppenheimer & Co Inc
  Port Huron, MI
• 07/2018 → Present
  Stifel Nicolaus & Co Inc
  St. Clair, MI

Previous Registrations

• 2007-11-09 → 2018-07-13
  Oppenheimer & Co. Inc.
  Port Huron, MI
  Port Huron, MI

Other Businesses

1. Personal Rentals; St. Clair, MI; Land Lord/Bookkeeping -(3) rental properties; 11/27/1995; 10.00 Hour(s) Per Year - not during securities trading hours; Investment-Related 2. JOFC INC, DBA as Jimmy's Frozen Custard; 2155 River Road, St. Clair, MI 48079; co-owner - bookkeeping; 08/01/2001; 5.00 Hour(s) Per Week - not during securities trading hours; Not Investment-Related 3. SCHUDLICH ENT, LLC; 2155 RIVER ROAD, ST. CLAIR, MI 48079; MEMBER OF LLC - 50%. NATURE OF ORGANIZATION: HOLDING LAND; 8/1/2001; 5.00 Hour(s) Per Year - not during securities trading hours; Not Investment-Related 4. Rental Property; 651 Parker Street, Marine City, MI 48039; Rental; Joint owner; 12/17/2021; 0 Horus per Day; Not During Securities Trading Hours; Investment-Related. 5. Eagle Cay Condominium Association; 881 - 911 Collier Court Post office box 931 Marco Island, FL 34145; home owners associate; Sargent - of - Arms; 4 meetings per year - ensuring attendance for quorums, manages flow of meetings and question and answer; 03/18/2026; 10hrs/yr; Not during securities trading hours; Not investment related 6. Rental Property; 893 Collier Court BLD 3 - #405 Marco Island, FL 34145; seasonal rental; Joint property owner with husband, help husband with personal property bookkeeping items , ie deposit rent, pay: HOA fees, utilities, maintenance contractors, property taxes and insurance; 02/01/2027; 5 hours/year; Not during securities trading hours; Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-21
• S63 Uniform Securities Agent State Law Examination
  1988-06-29

Other Names

• Shelley Lynn Martin
• Shelley Lynn Dyle