Paul Schluckebier
Paul Schluckebier is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Owosso, MI, 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
1865 East M 21, Owosso, MI, 48867
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul owns farm and rental assets through Chipman Hills Farms LLC, and is involved in several community development and investment oversight roles. These activities include serving on the Jewell Education Fund investment committee, and as a board member for Memorial Healthcare Development Board and Owosso Charter Township Industrial Park West Corporation.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
First of Michigan CorporationBroker
State Registrations23 states
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