Sue Brenner, financial advisor Portage MI

Sue Brenner

CRD Number: 4239741
Current Firm: Stifel, Nicolaus & Company, Incorporated

Sue Brenner (CRD# 4239741) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Portage, MI Feb 2017 - Current 7
Wells Fargo Clearing Services, LLC Portage, MI Nov 2016 - Feb 2017 < 1
Wells Fargo Advisors LLC Portage, MI Mar 2012 - Nov 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Sue A. Brenner
Phone Number: 314-342-2000
Registered State(s):
  • MI
  • TX
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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