Kevin McLain, financial advisor La Crosse WI

Kevin McLain

CRD Number: 1988402
Current Firm: Stifel, Nicolaus & Company, Incorporated

Kevin McLain (CRD# 1988402) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in La Crosse, WI and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Lacrosse, WI Nov 2013 - Current 10
Jd Mclain Cashton, WI May 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
Contact Info for Kevin A. McLain
Phone Number: 314-342-2000
Registered State(s):
  • WI
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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