Brent Koetter, financial advisor Boise ID

Brent Koetter

CRD Number: 3109304
Current Firm: Stifel, Nicolaus & Company, Incorporated

Brent Koetter (CRD# 3109304) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Boise, ID and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Boise, ID Jan 2016 - Current 8
D.a. Davidson & Company Boise, ID May 2002 - Jan 2016 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Brent L. Koetter
Phone Number: 314-342-2000
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
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)
  • Educational seminars/workshops
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, WY

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