Gerald Wunderlich
Gerald Wunderlich is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Alton, IL, with 42 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
121 Market Street, Alton, IL, 62002
Get directionsHistory
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.
Exams
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