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Zachary Thurston

Advisor at Stifel Independent Advisors, LLC

Updated today

Location

Mascoutah, IL

Credentials

Series 63, Series 65

Industry experience

7 years

About

Zachary Thurston is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Stifel Independent Advisors since 2016 and also works with Stifel Financial since 2026. Outside of his advisory work, Thurston is an assistant high school football coach and an athletic department gameday worker for Mascoutah High School. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary market assumptions and probabilistic modeling to tailor asset allocation recommendations.

Client services

Based on Stifel Independent Advisors, LLC

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

Expertise

Based on Stifel Independent Advisors, LLC

General retirement planning Income planning Wealth management

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Fee options

Commissions

Brokerage commissions apply for securities transactions implemented through the firm; separate agreement required

Other

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

Location

Mascoutah, IL

Most active in

Illinois · Missouri

Work history

Stifel Financial

2026 - Present (1 year)

Stifel Independent Advisors, LLC

2016 - Present (10 years)

Mascoutah High School

2012 - Present (14 years)

Disclosures

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

Business activities & affiliations

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General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Michael C

CFP®, Series 63, Series 65

O'fallon, IL

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CFP®, Series 63, Series 66

O'fallon, IL

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Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

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Series 66

O'fallon, IL

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Jacob M

Series 65

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Matthew H

CFP®, Series 66

O'fallon, IL

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General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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