Richard Schilffarth, financial advisor Elm Grove WI

Richard Schilffarth

CRD Number: 1286337
Current Firm: Sterneck Capital Management LLC

Richard Schilffarth (CRD# 1286337) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Elm Grove, WI and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Motif Investing, Inc. San Mateo, CA Sep 2014 - Current 6
Rs Investments Brookfield, WI Dec 2013 - Sep 2014 < 1
Rbc Capital Markets, LLC Milwaukee, WI Oct 2011 - Dec 2013 2
Best Direct Securities, LLC Cedar Falls, IA Dec 2010 - Aug 2011 < 1
Ams Advisors LLC Austin, TX Nov 2006 - Aug 2011 4
Advisor Marketing Services Group, LLC West Palm Beach, FL Nov 2006 - Aug 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Richard A. Schilffarth
Phone Number: 816-531-2254
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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