Schluckebier Wealth Management Group - Stifel

Schluckebier Wealth Management Group - Stifel and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law.

We are a forward-thinking, multi-generational wealth management practice providing meaningful guidance and a high standard of care to a select group of individuals, families, and businesses, both locally and throughout the country. Our mission is to serve as a trusted advocate for our clients by leveraging our experience, resources, and commitment to delivering thoughtful, client-focused advice as

we help them define and pursue what matters most to them. Paul Schluckebier, CFP®
Managing Director/Investments

Kelly Schluckebier, CRPC™, CPFA®
Associate Vice President/Investments

Christine Mueller
Client Relationship Manager

Mallory Rumrill
Client Service Associate

Ben Burgoyne
Registered Client Service Associate

Kristin Luft
Senior Client Service Associate


After hours by appointment only.
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Stifel Financial Corp. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Paul and his wife, Cindy, "pre-racing" with Eric Jones at Michigan International Speedway. Erik went on to finish 2nd fo...
06/08/2026

Paul and his wife, Cindy, "pre-racing" with Eric Jones at Michigan International Speedway. Erik went on to finish 2nd for the day!

Mark July 28th on your calendar as a chance to meet Erik and participate in the Burnin' Rubber 5K Event at the Owosso Speedway, sponsored by Schluckebier Wealth Management Group.

We're excited to share that Kelly attended the Forbes | SHOOK Top Women Advisors Conference! This conference is always f...
06/02/2026

We're excited to share that Kelly attended the Forbes | SHOOK Top Women Advisors Conference! This conference is always filled with the best conversations, valuable insights, and a great reminder of the power of community in our industry. Kelly is always so inspired to be in the same room as these incredible women!

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/29/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

05/27/2026

Thinking about student loans? This video breaks down what they really are, how they work, and what paying them back actually looks like - no confusing jargon. Watch before you borrow so future you doesn't regret it.

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets w...
05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

At the center of our work is a commitment to understanding what truly matters to each client. That starts with a thoroug...
05/18/2026

At the center of our work is a commitment to understanding what truly matters to each client. That starts with a thorough discovery process and active listening, helping us to understand our clients goals, priorities, and values.

From there, we engage in an interactive planning process that results in a strategic assessment that aims to provide clarity in clients current situations, as well as guidance to solve for a variety of issues.

We believe decisions should feel simple. That’s why we offer straightforward recommendations that help simplify complex issues, provide options, and facilitate stress free decisions.

Confidence that comes from clarity and understanding!

We offer a complete range of financial services for the high net worth investor located in and around Owosso, MI. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives whil...

The month of May is full of celebrating some very special work anniversaries here at Schluckebier Wealth Management Grou...
05/14/2026

The month of May is full of celebrating some very special work anniversaries here at Schluckebier Wealth Management Group - Stifel!

💙 Paul is celebrating his 42nd year in the industry, which is nothing short of amazing. Thank you, Paul, for the countless contributions, the wisdom you share, and the steady presence you bring every day.

✨ Mallory has shared 4 years of dedication, energy, and a positive impact with our team. We're so thankful for everything you do!

🎉 Ben has been with us for 1 whole year already! It's been great to have him join our team and we're excited for what's in store for him.

Please join us in celebrating Paul, Mallory, and Ben. They are all such an important part of what makes our team so special!

Here's to the moms who do it all! Let's make managing your money one less thing on the list. Happy Mother's Day!
05/10/2026

Here's to the moms who do it all! Let's make managing your money one less thing on the list. Happy Mother's Day!

We were proud to serve as the "OZ Dust Bar" sponsor for the 2026 Memorial Healthcare Foundation Gala!🌟Memorial Healthcar...
05/08/2026

We were proud to serve as the "OZ Dust Bar" sponsor for the 2026 Memorial Healthcare Foundation Gala!🌟

Memorial Healthcare Foundation plays such a vital role in supporting exceptional care, programs, and resources that truly make a difference right here in our community. We're grateful for the opportunity to support an organization that impacts so many lives, and we're honored to be part of an evening dedicated to giving back.

Address

1865 East M 21, Suite 100
Owosso, MI
48867

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19894945474

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