Gerald Wunderlich
Gerald Wunderlich is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Alton, IL, with 41 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
121 Market Street, Alton, IL, 62002
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Regulatory History (1)
Customer Dispute
January 2016Other Business Activities
Gerald owns rental property and is the treasurer for the Laura Lofts HOA. He dedicates minimal time to these activities, which are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Newhard, Cook & CO. IncorporatedBroker
Slayton,pontuis & Co.,inc.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.