St Louis, MO Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

11

Of 3,340 advisors across 469 offices

Location

520 Maryville Centre Drive, Suite 410

St Louis MO 63141

Advisors at this office

11

Advisors at this office

user avatar

Jessica M

CFA®, Series 66

St Louis, MO

STIFEL

Jessica Marlow is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves on the investment committee of Nubability Athletics, a foundation focused on encouraging and instructing limb-different youth in mainstream sports. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

General retirement planning Income planning
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Theodore S

Series 63, Series 66

St Louis, MO

STIFEL

Theodore Sanders is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008 and holds Series 63 and Series 66 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, 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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Susan G

Series 63, Series 65

St Louis, MO

STIFEL

Susan Goucher is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, she is also a licensed notary. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
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Margaret S

Series 63, Series 65

St Louis, MO

STIFEL

Margaret Smith is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both 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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Kevin M

Series 63, Series 65, Series 66

St Louis, MO

STIFEL

Kevin Monton is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he spent 20 years at Charles Schwab and Charles Schwab Bank. Stifel serves a broad range of clients 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 that incorporates forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Robert B

CFA®, Series 63, Series 65

St Louis, MO

STIFEL

Robert Beckmann Jr. is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Based in St. Louis, MO, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Beckmann is involved in multiple farming operations and serves as a board member and investment committee participant for the Nubability Athletics Foundation, a nonprofit supporting sports camps for limb different children. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Bradley S

Series 66

St Louis, MO

STIFEL

Bradley Schmidt is a financial advisor at Stifel with 14 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2016. Outside of his advisory role, Schmidt serves on the Young Friends Board and Development Board of St. Louis Children’s Hospital. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
user avatar

Thomas S

Series 63, Series 65

St Louis, MO

STIFEL

Thomas Schmidt is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Based in St. Louis, MO, Schmidt has a long tenure in the financial services industry. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering 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 support asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
user avatar

Mark N

Series 63, Series 65

St Louis, MO

STIFEL

Mark Nuelle is a financial advisor at Stifel with 38 years of industry experience and holds Series 63 and Series 65 designations. He has been with Stifel since 1998. Outside of his advisory role, Nuelle is involved in an oil exploration venture and serves as co-trustee of a family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, 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
user avatar

Kishen M

Series 63, Series 65

St Louis, MO

STIFEL

Kishen Mahendra is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as Traffic Chairman for Veiled Prophet, Ltd., a private civic organization in St. Louis that plans local parades. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, providing brokerage and advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Scott B

Series 63, Series 65

St Louis, MO

STIFEL

Scott Bedell is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Charles Schwab. Outside of finance, he serves as a lacrosse official with the Midwest Lacrosse Officials Organization. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance.

General retirement planning Income planning
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