Nicholas Gertsema, financial advisor Saint Joseph MO
89 score

Nicholas Gertsema

CRD Number: 6188465
Current Firm: Stifel, Nicolaus & Company, Incorporated

Nicholas Gertsema (CRD# 6188465) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MO and has over 3 years of experience in the finance industry.

Similar Advisors
Thaddus "dan" Danford, financial advisor Saint Joseph MO
Thaddus "dan" S. Danford
CRD# 3067053
Family Investment Center
Score
96
Similar Advisors
W Hinde, financial advisor Saint Joseph MO
W S. Hinde
CRD# 1843803
Sagepoint Financial, Inc.
Score
96
Similar Advisors
Charles Sinclair, financial advisor Saint Joseph MO
Charles W. Sinclair
CRD# 1294294
Stifel, Nicolaus & Company, Incorporated
Score
96
Company Name Location Dates Years
Stifel Nicolaus St. Joseph, MO May 2013 - Current 3
Olive Garden Chesterfield, MO Jul 2012 - May 2013 < 1
St Louis Marriott West Saint Louis, MO Jul 2008 - Apr 2012 3
R&s Marketing Saint Louis, MO Nov 2007 - May 2008 < 1
Rj Promotions Saint Joseph, MO Sep 2006 - Nov 2007 1
The Blue Note Columbia, MO Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Nicholas J. Gertsema
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • MO
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

Ready to hire a financial advisor? Get competitive proposals from Nicholas Gertsema and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.