Doak Stolz, financial advisor Midland MI

Doak Stolz

CRD Number: 1488056
Current Firm: Stifel, Nicolaus & Company, Incorporated

Doak Stolz (CRD# 1488056) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Midland, MI and has over 34 years of experience in the finance industry. Doak Stolz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Midland, MI Nov 2020 - Current < 1
Wells Fargo Clearing Services, LLC Midland, MI Nov 2016 - Nov 2020 4
Wells Fargo Advisors LLC Midland, MI May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Doak R. Stolz
Phone Number: 314-342-2000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    97,687
    MILLIONS
  • Total Number of Accounts
    244,516
    ACCOUNTS
  • Average Account Value
    $399,512
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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