Michael Buchnis, financial advisor Appleton WI
93 score

Michael Buchnis

CRD Number: 1915171
Current Firm: Stifel, Nicolaus & Company, Incorporated

Michael Buchnis (CRD# 1915171) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Appleton, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Appleton, WI Aug 2009 - Current 7
Ubs Financial Services Inc. Appleton, WI Aug 2006 - Current 10
Piper Jaffray Inc. Appleton, WI Nov 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Michael Buchnis
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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