John Wetli

Vice President/Investments

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Education

·  B.S., University of Wisconsin - Green Bay


Licenses

·  Series 7, General Securities Representative

·  Series 63, Uniform Securities State Agent

·  Series 65, Investment Advisor Representative

·  Life, Health, and Variable Insurance (including annuities)


Experience

John has more than 20 years of investment industry experience and joined Stifel in 1999.


Memberships

·  Member, Past President, Optimist Club Green Bay

·  Corporate Board Member, Heritage Hill State Park

·  Board Member, Wheeler Lake Association

·  Board Member, Optimist Foundation

Adam Wetli

Associate Vice President/Investments

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Education

·  B.B.A., Business Administration and Marketing, University of Wisconsin - Green Bay


Licenses

·  Series 7, General Securities Representative

·  Series 66, Investment Advisor Representative

·  Life, Health, and Variable Insurance (including annuities)


Experience

Adam began his investment industry career with Stifel’s Wetli Wealth Management Group in 2016.

Alycia Rodman

Client Service Associate

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