Brett ZikaCRD Number: 5593369
Current Firm: Stifel, Nicolaus & Company, Incorporated
Brett Zika (CRD# 5593369) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Stifel, Nicolaus & Company, Incorporated||St. Louis, MO||Sep 2012 - Current||5|
|Wells Fargo Advisors LLC||St. Louis, MO||May 2009 - Sep 2012||3|
|Wachovia Securities LLC||St. Louis, MO||Sep 2008 - May 2009||< 1|
|Thomson Reuters, LLC||Creve Coeur, MO||Jan 2005 - Sep 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
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