Scott Measner
Scott Measner is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Mequon, WI, with 29 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
11201 North Port Washington Road (South), Mequon, WI, 53092
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2011Customer Dispute
September 2009Other Business Activities
Scott is a board of elders member at Trinity Lutheran Church and School, assisting the pastor. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
State Registrations16 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.