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Michael Wiseman

12 Years of Experience
Poplar Bluff, MO
Broker

Michael Wiseman is a registered investment advisor at Stifel Independent Advisors, LLC, based in Poplar Bluff, MO, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
7,902 clients
Average Client Portfolio
$634K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$50K

Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.

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Location

2773 Tucker Road, Suite 8, Poplar Bluff, MO, 63901

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michael is a board member of the Library Foundation since 2021, dedicating minimal time. He also serves on the board of directors for the Three Rivers Community College Foundation, overseeing building projects and scholarships, dedicating minimal time.

Employment History
Current Registrations
Stifel Independent Advisors, LLC
September 2022 - Present · 3 yrs 8 mos
Stifel Independent Advisors, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Edward Jones
October 2013 - September 2022 · 8 yrs 11 mos
Edward JonesBroker
September 2013 - September 2022 · 9 yrs
State Registrations13 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.