Cheryl Wilczak
Cheryl Wilczak is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Grand Haven, MI, with 30 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
One South Harbor Avenue, Grand Haven, MI, 49417
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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
Cheryl works as a photographer, selling photos and dedicating minimal time to this activity. This work is not investment-related and does not occur during securities trading hours.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Banc of America Investment Services, INC.Broker
Harris Investor Services LLCBroker
Citicorp Investment ServicesBroker
Edward JonesBroker
Bisys Fund Services Limited PartnershipBroker
Investment Management & Research, INCBroker
State Registrations1 state
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.