Decatur, IL Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

415 N. Franklin

Decatur IL 62523

Advisors at this office

11

Advisors at this office

user avatar

Vickie M

CFP®, Series 63, Series 66

Decatur, IL

STIFEL

Vickie Miller is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stifel in Decatur, IL. She has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

William K

Series 63, Series 66

Decatur, IL

STIFEL

William Krueger Jr. is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016. Prior to that, he was employed at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Decatur, IL. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support client asset allocation and financial planning decisions.

General retirement planning Income planning
user avatar

Edward F

Series 63, Series 65

Decatur, IL

STIFEL

Edward Flesch is a financial advisor with Stifel in Decatur, IL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 1988. Outside of his advisory role, he is a farm owner in Shelby County, Illinois. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

Ryan B

Series 66

Decatur, IL

STIFEL

Ryan Barrick is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at ADM from 2016 to 2020 before joining Stifel in 2020. Barrick is based in Decatur, Illinois. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis developed by its Investment Strategy Group to support client decision-making through asset allocation and planning tools.

General retirement planning Income planning
user avatar

Mary H

Series 63, Series 65

Decatur, IL

STIFEL

Mary Holden is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 17 years before joining Stifel. 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 support asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Tanner W

Series 66

Decatur, IL

STIFEL

Tanner Woodruff is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Archer Daniels Midland, Decatur Earthmover Credit Union, and Dick Sporting Goods. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Kimberly W

Series 66

Decatur, IL

STIFEL

Kimberly Watkins is a Series 66-credentialed financial advisor at Stifel with 25 years of industry experience. She has worked at Stifel Nicolas since 2016, with prior experience at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar

Peter H

CFP®, Series 66

Decatur, IL

STIFEL

Peter Hogan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Stifel. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for 11 years. Hogan is based in Decatur, IL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a focus on proprietary investment analysis and asset allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

William S

Series 63, Series 65

Decatur, IL

STIFEL

William Shade IV is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Stifel in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2026. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

James L

Series 63, Series 65

Decatur, IL

STIFEL

James Livasy is a financial advisor at Stifel in Decatur, Illinois, with 43 years of industry experience. He has been with Stifel since 1988 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as Board President of CHELP Inc., a home care provider, and as Treasurer and Board Member of Growing Strong, a nonprofit organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group that informs asset allocation and planning strategies.

General retirement planning Income planning
user avatar

Levi L

Series 66

Decatur, IL

STIFEL

Levi Laws is a financial advisor with Stifel in Decatur, IL, holding a Series 66 credential and five years of industry experience. He has been with Stifel Nicolaus since 2019 and previously worked in various roles at Millikin University and Wabash General Hospital. Levi serves on the Millikin University Alumni Association Board. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutions, and municipal entities. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, and offers fee-based financial planning through episodic engagements.

General retirement planning Income planning
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