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Michael S

CFP®, Series 63, Series 65

Racine, WI

STIFEL

Michael Schold is a financial advisor at Stifel with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Schold has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Joseph T

Series 66

Racine, WI

STIFEL

Joseph Torcaso is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Carthage College, Success Realtors, and Johnson Financial Group. Outside of his advisory role, he serves as Secretary of the Kenosha Country Club Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and planning analyses.

General retirement planning Income planning
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Anthony S

Series 63, Series 65

Racine, WI

STIFEL

Anthony Stella is a financial advisor with Stifel in Racine, WI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2001. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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