Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
150 advisors
Number of Clients
7,580 clients
Average Client Portfolio
$578K average
Assets Under Management
$4.4B

Fee Structure

Stifel Independent Advisors offers various advisory programs with different fee structures. The Summit Program charges up to 1.00% annually of the managed assets, potentially negotiable. The Vantage Program charges commissions based on a standard schedule. Wrap fee programs are also available through Stifel, detailed in a separate brochure. Clients are encouraged to review all available options with their financial advisor.

Areas of Practice
Investment ManagementRetirement Planning
Loading...

Advisor Information

Office location

1073 East Terra Lane, O'Fallon, MO, 63366

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Stifel Independent Advisors, LLC
January 2004 - Present · 22 yrs
Stifel Independent Advisors, LLC Broker
January 2004 - Present · 22 yrs
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
November 2001 - December 2003 · 2 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated Broker
November 2001 - December 2003 · 2 yrs 1 mo
H&r Block Financial Advisors, INC.Broker
May 1994 - November 2001 · 7 yrs 6 mos
State Registrations18 states
ALARAZCACOFLIAKSMDMOMTNCNEOKSDTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.