Christopher Matheson
Christopher Matheson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in West Bend, WI, 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
125 E. Water Street, West Bend, WI, 53095
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2013Customer Dispute
July 2012Other Business Activities
Christopher is the VP and minority owner of Matheson Brands, LLC, focused on deer hunting/sports products, dedicating minimal time to product development and trade shows. He is also the treasurer of Shotgun Shooting LLC, a family-owned recreation land, and a member of I AM Brands LLC, focused on youth sports products, spending minimal time on R&D and testing.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. C. Ziegler and CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Copeland Equities, 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.