AW
AW

Adam J Wetli

9 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3314 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

200 S. Washington Street, River Walk Plaza, Green Bay, WI, 54301

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History

Regulatory History (1)
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Customer Dispute
July 2020
Denied
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
April 2016 - Present · 9 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2016 - Present · 10 yrs
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.