Steven Seiler, financial advisor Overland Park KS

Steven Seiler

CRD Number: 3006557
Current Firm: Stifel, Nicolaus & Company, Incorporated

Steven Seiler (CRD# 3006557) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Overland Park, KS and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Overland Park, KS Oct 2021 - Current 2
Wells Fargo Clearing Services, LLC Kansas City, MO Nov 2016 - Oct 2021 4
Wells Fargo Advisors LLC Kansas City, MO May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Steven B. Seiler
Phone Number: 314-342-2000
Registered State(s):
  • KS
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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