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William B
Series 63, Series 65
Appleton, WI
STIFEL
William Boehme is a financial advisor at Stifel with 33 years of industry experience. He has held Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, high net worth clients, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Jacqueline Z
Series 63
Appleton, WI
STIFEL
Jacqueline Zuleger is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she works as a consultant for Beautycounter and is a clothing sale associate at a boutique in Appleton, WI. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment strategy methodology developed by its Investment Strategy Group.
Andrew F
Series 63, Series 65
Appleton, WI
STIFEL
Andrew Foucault is a financial advisor with Stifel in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel since 2009 and previously was with UBS Financial Services and Piper Jaffray Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Angela J
Series 63
Appleton, WI
STIFEL
Angela Jaeger is a financial advisor with Stifel in Appleton, WI, holding a Series 63 designation and 29 years of industry experience. She has worked at Stifel since 2018 and previously spent two years at B.C. Ziegler and Company. Angela also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling to support client decision-making.
Nicholas C
Series 63, Series 65
Appleton, WI
STIFEL
Nicholas Corrente is a financial advisor with Stifel in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at B.C. Ziegler and Company and J.P. Morgan Securities. He serves on the Board of Education for Trinity Lutheran Church and School in Menasha, WI. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
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