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Ethan Mayberry

Advisor at STIFEL — Waterloo, IL

Updated today

Credentials

Series 66

Experience

3 years

Location

Waterloo, IL 62298

STIFEL logo

STIFEL

Institution

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Ethan Mayberry is a financial advisor at Stifel with three years of industry experience and holds a Series 66 designation. Prior to joining Stifel, he worked in retail and operated a pressure washing business. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Waterloo, IL

113 South Mainstreet, Waterloo South

Waterloo IL 62298

Advisors at this office

3

Most active in

Illinois · Missouri · Texas

Work history

3 years of industry experience

STIFEL

2024 - Present • 2 years

Waterloo, IL

Stifel

2022 - 2024 • 2 years

Saint Louis, MO

unemployed

2022 - 2022 • 1 year

Fairview Heights, IL

Stifel

2021 - 2022 • 1 year

Saint Louis, MO

Just Clean Pressure Washing

2020 - 2020 • 1 year

O'Fallon, IL

unemployed

2019 - 2019 • 1 year

Mascoutah, IL

Johhny Macs Sporting Goods

2016 - 2019 • 3 years

Fairview Heights, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

P. Paul A

Crystal City, MO

Jefferson Asset Management

P. Paul Albano is the principal and sole advisor at Jefferson Asset Management with 27 years of industry experience. He has led the firm since its founding in 1999. Outside of his advisory role, Albano serves as president and CEO of Quonset Corporation, a hospitality and recreation business. Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts, as well as a variety of institutional clients. The firm employs both fundamental and technical analysis with a focus on long-term holdings and conducts regular portfolio reviews.

Wealth management
user avatar

Michael L

Series 65

Millstadt, IL

Ludgate Capital

Michael Ludgate is a financial advisor with Ludgate Capital and holds a Series 65 designation. He has no prior experience as a financial advisor but has worked in the cybersecurity industry for several years, including positions at At-Bay, eSentire, and TechGuard Security. His background also includes employment at the St. Clair County Treasurer's Office. Ludgate Capital provides non-discretionary investment advisory services and financial planning to individuals, families, trusts, and other clients. The firm emphasizes diversified, long-term portfolio construction informed by fundamental and quantitative analysis and integrates financial and retirement planning into its advisory relationships.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management
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Dwight S

Series 63, Series 65

Waterloo, IL

Schaefer Wealth Management, Inc.

Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

Retirement income strategy General retirement planning Income planning Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

Brian S

ChFC®, Series 63, Series 65

Arnold, MO

Skrobonja Wealth Management, LLC

Brian Skrobonja is the founder and president of Skrobonja Wealth Management, LLC in Arnold, Missouri, with 31 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. His career includes roles at National Planning Corporation, Kalos Management, and Madison Avenue Securities. Outside of advisory work, he is an author of books, blogs, and podcasts on financial topics. Skrobonja Wealth Management primarily serves individual clients, providing discretionary asset management, financial planning, and referrals to third-party money managers. The firm employs a variety of analytical methods and sub-advisory relationships to manage portfolios that include stocks, bonds, ETFs, mutual funds, and specific fund offerings.

Wealth management Tax strategies for small businesses Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Tennessee E

Series 66

Arnold, MO

Skrobonja Wealth Management, LLC

Tennessee Ervin is a financial advisor with Skrobonja Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Skrobonja Financial, Tennessee worked in educational roles at Southwest Baptist University and the Jefferson R-7 School District. Skrobonja Wealth Management primarily serves individual clients, offering discretionary asset management, financial planning, and consulting. The firm employs a combination of fundamental, technical, quantitative, and sector analyses, as well as duration management for fixed income, to manage portfolios that include stocks, bonds, ETFs, and mutual funds.

Wealth management Tax strategies for small businesses Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Tyler S

Series 66

Arnold, MO

Skrobonja Wealth Management, LLC

Tyler Skrobonja is an investment advisor representative at Skrobonja Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities and Kalos Capital. Outside of his advisory work, he serves as a college pastor and guitar instructor at the First Baptist Church of Arnold. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning primarily for individual clients. The firm employs a multi-faceted investment approach, combining fundamental, technical, quantitative, and cyclical analysis, and utilizes third-party managers alongside in-house strategies.

Wealth management Tax strategies for small businesses Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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