Advisor at Stifel Independent Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mascoutah, IL 62258
Credentials
Series 66
Industry experience
11 years
Matthew Schroeder is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill. Outside of his advisory work, Schroeder serves on the boards of the Holy Childhood School and the Mascoutah Chamber of Commerce, where he is involved in community events and scholarship committees. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary market models to tailor asset allocation and provides a range of services from fee-based financial planning to discretionary portfolio management.
Based on Stifel Independent Advisors, LLC
Based on Stifel Independent Advisors, LLC
Brokerage commissions apply for securities transactions implemented through the firm; separate agreement required
Minimum fee: Up to $5,000 per financial planning engagement; fees vary by complexity and scope Fee-only: Up to $5,000 for fee-based financial planning services; fees negotiated and paid directly or via account debit
121 W Main Street
Mascoutah, IL 62258
Illinois · Texas
Stifel Independent Advisors, LLC
2023 - Present (3 years)
Edward Jones
2018 - 2023 (5 years)
Bank Of America, N.a.
2014 - 2018 (4 years)
Merrill
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
O'fallon, IL
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 66
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Series 66
O'fallon, IL
Clark Wealth Partners, LLC
Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, he is also an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for around 394 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management along with financial planning, using internal model portfolios and a variety of analytical methods tailored to client objectives and risk tolerances.
Series 65
O'fallon, IL
Clark Wealth Partners, LLC
Jacob Mc Kinney is a financial advisor at Clark Wealth Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Armstrong Teasdale LLP, PwC, and the Air Force National Guard. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, customizing portfolios using a variety of analytical approaches and model portfolios to align with client objectives and risk tolerances.
CFP®, Series 66
O'fallon, IL
Cambridge Capital Management, LLC
Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.
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