Amy AichholzCRD Number: 3067360
Current Firm: Stifel, Nicolaus & Company, Incorporated
Amy Aichholz (CRD# 3067360) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 17 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Stifel Nicolaus & Co Inc.||St. Louis, MO||Apr 2015 - Current||2|
|Tiaa||St. Louis, MO||Aug 2014 - Apr 2015||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||St. Louis, MO||Aug 2014 - Apr 2015||< 1|
|Healing Arts Center||St. Louis, MO||May 2014 - Aug 2014||< 1|
|Pure International||Taipei,||May 2013 - Mar 2014||< 1|
|Namaste International||Shanghai,||Jun 2007 - Apr 2013||5|
|Diacron||Shanghai,||Jan 2008 - Jan 2013||5|
|Kedington Wines||Hong Kong,||Nov 2006 - May 2007||< 1|
|Independent Consultant||Singapore,||Aug 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Nov 2000|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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