Sikich Financial
46yrs
Top advisor by experience in Springfield
New
Mark Schultz
Financial advisor at Stifel, Nicolaus & Company
Mark Schultz is a fiduciary financial advisor in Springfield, Illinois, registered since Apr 2026. Mark joined Stifel, Nicolaus & Company in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 239 advisors with offices in Springfield, and one of 226 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office3201 W White Oaks Drive Suite 102, Springfield, IL 62704
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact Mark
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Mark. 3201 W White Oaks Drive Suite 102Springfield, IL 62704Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Mark Schultz. Mark works from the Springfield, IL office.
How long has Mark been a financial advisor?
Mark is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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