Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
800 S Lincoln Ave, Pob 1356, O'Fallon, IL, 62269
Get directionsRegulatory History
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.
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Christopher is the Vice President of Community Financial Advisors, Inc., where financial advisory business passes through for tax reporting. He is also a partner in Community Financial Management, LLC, used for business purposes and tax planning, dedicating about a quarter of his time to tax preparation and accounting services. Christopher also serves as trustee for Community Financial Advisors, Inc 401(k) Plan and a partner overseeing finances of real estate holdings for MBM VC LLC.