Debra Van Deurzen, financial advisor Eau Claire WI
93 score

Debra Van Deurzen

CRD Number: 1951399
Current Firm: Stifel, Nicolaus & Company, Incorporated

Debra Van Deurzen (CRD# 1951399) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, 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 Eau Claire, WI Oct 2009 - Current 7
Ubs Financial Services Inc. Eau Claire, WI Aug 2006 - Current 10
Piper Jaffray & Co Eau Claire, WI Jul 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
Contact Info for Debra A. Van Deurzen
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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