Our Mission
To know and understand our clients with the goal of helping them make sound financial decisions based on knowledgeable guidance and personalized service.
Helping Investors Like You Plan For the Future
With more than 90 years of combined investment industry experience, we are dedicated to assisting our clients in pursuing both their short- and long-term financial goals. Let us help you start planning now for the future. Backed by Stifel’s high-caliber resources, we are fully committed to and invested in our clients. We take great pride in working for a firm that believes – as we do – that clients’ interests should come first.
Paul Schluckebier, CFP® is proud to be
named to the 2023 Forbes’ Best-in-State Wealth Advisor list
We congratulate Paul on being named for the fifth time to Forbes’ Best-in-State Wealth Advisors list.* Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states. He was one of 195 advisors selected in Michigan. He also made the list in 2018, 2019, 2020, and 2022.
*Forbes’ Best-in-State Wealth Advisors, February 15, 2018, February 21, 2019, January 16, 2020, April 7, 2022, and April 4, 2023, are each based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
*Forbes’ Best-in-State Wealth Advisors, February 15, 2018, February 21, 2019, January 16, 2020, April 7, 2022, and April 4, 2023, are each based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Subscribe to Our Latest News
Sign up to receive newsletters, event invitations, and timely market news straight to your inbox.
Thank you. Your message has been sent.
There was an error. Please try again.