user avatar

Maurice Gordon Stuffmann Jr.

Advisor at Oppenheimer — Payson, AZ

Updated today

Credentials

Series 63, Series 65

Experience

56 years

Location

Payson, AZ

Oppenheimer logo

Oppenheimer

Enterprise

Total advisors

1,172

Across 156 offices

Clients per advisor

32 Very Low

Avg AUM per client

$609,565 High

HNW client ratio

3% Low

About

Maurice Stuffmann Jr. is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 56 years of industry experience. He has worked at Oppenheimer since 2001 and has been with Oppenheimer Asset Management Inc. since 2003. Outside of his advisory role, he serves as co-trustee of the Stuffmann Family Trust, involved in managing investment assets and estate planning. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and retirement services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation with both discretionary and non-discretionary management approaches.

Client services

Based on Oppenheimer

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Oppenheimer

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management

Occupation focus

Based on Oppenheimer

Executive Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fees up to $10,000 depending on complexity; updates and other services at negotiated rates

Percentage

MF/ETFs only - $10,000+: up to 2.5% (FAM maximum fee) Multi-security - $50,000+: up to 2.5% (FAM maximum fee) Include Bonds - $100,000+: up to 2.5% (FAM maximum fee) MF/ETFs only - $10,000+: up to 2.25% (Preference maximum fee) Multi-security - $25,000+: up to 2.25% (Preference maximum fee) Include Bonds - $100,000+: up to 2.25% (Preference maximum fee) Consulting Services+: up to 1.00% annually Retirement Services+: up to 1.00% annually

Commissions

FAM accounts charge commissions on certain transactions; Alpha program charges commissions on transactions executed by Oppenheimer as per standard commission table

Other

Account minimum: $10,000 for MF/ETFs only accounts (lowest stated minimum); higher minimums apply for multi-security and bond-inclusive accounts (up to $100,000) depending on program Minimum fee: Minimum annual fee of $250 for FAM and Preference accounts; waived if account is at least $50,000 or household accounts total at least $250,000 (FAM) or if account is at least $50,000 or household accounts at least $250,000 (Preference)

Location

See office

Payson, AZ

Payson AZ

Advisors at this office

1

Most active in

Arizona · California · Texas

Work history

56 years of industry experience

Oppenheimer Asset Management Inc.

2003 - Present • 23 years

New York, NY

Oppenheimer

2001 - Present • 25 years

Fort Worth, TX

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

Arthur W

Series 66

Payson, AZ

Kingsview Wealth Management, LLC

Arthur Walsh is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining Kingsview in 2025. He is the owner of Walsh Wealth Services LLC, an investment-related business. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services using a combination of in-house investment strategies and third-party managers, including discretionary and non-discretionary advisory services.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Ryan R

Series 65

Payson, AZ

Dynamic

Ryan Rippy is a financial advisor with Dynamic in Payson, AZ, holding a Series 65 license and two years of industry experience. He serves as the Director of Montage Financial Education, a nonprofit focused on delivering financial education through online and in-person workshops. Additionally, Mr. Rippy works as a Senior Loan Consultant with Desert Mountain Financial, Inc. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support for other advisers, emphasizing a client-specific, long-term investment approach that incorporates a range of securities and third-party management solutions.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
user avatar

Matthew V

Series 65

Payson, AZ

Focus Partners Wealth, LLC

Matthew Vietri is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and experience since 2022. Prior to joining Focus Partners in 2024, he worked at InterOcean Capital LLC from 2022 to 2024 and attended Arizona State University from 2019 to 2023. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach combining active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio management tools.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing

Scott W

Series 63

Payson, AZ

Edward Jones

Scott Wheeler is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, Wheeler is involved in several business ventures including partnerships in commercial and ranch property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies with an extensive nationwide network of advisors and branches.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Brandan K

Series 66

Payson, AZ

Edward Jones

Brandan Kelley is a financial advisor with Edward Jones in Payson, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 13 years at Chaparral Pines Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
user avatar

Paul M

Series 63, Series 66

Payson, AZ

Thrivent Investment Management

Paul Meier is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a director for the Arizona State University Alumni Association, where he leads a committee and helps secure sponsorships for fundraising events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, with clients able to combine planning with managed-account programs while keeping these services separate.

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)