Shelley Schudlich
Shelley Schudlich is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Saint Clair, MI, with 38 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
201 North Riverside Avenue, Suite E-7, Saint Clair, MI, 48079-5491
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other Business Activities
Shelley is a landlord and handles bookkeeping for three rental properties since 1995, dedicating minimal time annually. She is also a co-owner and handles bookkeeping for Jimmy's Frozen Custard, spending a few hours per week, and a member of Schudlich ENT, LLC, a land holding company, spending minimal time annually. Shelley also jointly owns a rental property since 2021.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Fifth Third/the Ohio CompanyBroker
First of Michigan CorporationBroker
Oberweis Securities, INC.Broker
Capital Strategy CORP.Broker
Prudential-Bache Securities INC.Broker
State Registrations19 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.