My Experience

Head shot of Josh Traudt, Vice President/Investments at Stifel Shrewbury, New JerseyJoshua Traudt
Vice President/Investments

I joined Stifel in 2018 as a part of the firm's acquisition of Ziegler Wealth Management and have more than 20 years of experience in the investment services industry.  Prior to joining Ziegler, I served as a financial advisor with both Robert W. Baird & Company and First Midwest Securities.

I earned a Bachelor of Business Administration in Finance from the Lubar School of Business at the University of Wisconsin-Milwaukee.  As a resident of Fox Point and distant relative of Solomon Juneau, one of the founders of the City of Milwaukee, I am committed to continue the tradition of community service.

I welcome the opportunity to sit down and discuss your needs and goals.  Please call my office at (262) 240-3903 to schedule a time to meet.