John Surgant (CRD# 5806889) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frontenac, MO and has over 4 years of experience in the finance industry.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel, Nicolaus & Company, Incorporated | St. Louis, MO | Jun 2017 - Current | 7 |
Golds Gym | St. Peters, MO | Dec 2016 - Current | 7 |
Traveling Overseas | Hobart, | Dec 2015 - Oct 2016 | < 1 |
Wells Fargo | Sioux Falls, SD | May 2013 - Dec 2015 | 2 |
University Of Sioux Falls | Sioux Falls, SD | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- MO
- TX
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Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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