Ronald Saffert, financial advisor New Ulm MN
93 score

Ronald Saffert

CRD Number: 2019781
Current Firm: Stifel, Nicolaus & Company, Incorporated

Ronald Saffert (CRD# 2019781) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New Ulm, MN and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated New Ulm, MN Dec 2006 - Current 10
Miller Johnson Steichen Kinnard, Inc. Minneapolis, MN Jan 2001 - Dec 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Ronald J. Saffert
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • MN
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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