Jacqueline Zuleger
Jacqueline Zuleger is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Appleton, WI, with 25 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
4321 W. College Ave, Berbee Building, Appleton, WI, 54914
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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.
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Jacqueline is a notary for the State of Wisconsin since 2001 and a consultant for Beautycounter since 2021, dedicating a few hours per week to the latter. She also works as a clothing sales associate at Lillians Of Appleton for about 10-20% of her time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations47 states
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