Kevin Deangelis, financial advisor St. Louis MO

Kevin Deangelis

CRD Number: 6513156
Current Firm: Stifel, Nicolaus & Company, Incorporated

Kevin Deangelis (CRD# 6513156) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in St. Louis, MO and has over 3 years of experience in the finance industry. Kevin Deangelis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. St. Louis, MO Mar 2020 - Current 1
Thrivent Financial Appleton, WI Sep 2019 - Feb 2020 < 1
Thrivent Investment Management Inc. Orland Park, IL Aug 2019 - Feb 2020 < 1
Ameriprise Financial Services, Inc. Downers Grove, IL Feb 2019 - Aug 2019 < 1
Microclean Systems Inc. Glen Ellyn, IL May 2018 - Jan 2019 < 1
Ameriprise Financial Services, Inc. Warrenville, IL Sep 2017 - May 2018 < 1
Mml Investors Services, LLC Downers Grove, IL Mar 2017 - Aug 2017 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Aug 2017 1
Msi Financial Services, Inc. New York, NY Oct 2015 - Jul 2016 < 1
Axa Advisors, LLC New York, NY Sep 2015 - Oct 2015 < 1
Micrcoclean Systems, Inc. West Chicago, IL May 2013 - Oct 2015 2
Illinois State University- It Dept. Normal, IL Jan 2012 - May 2015 3
Illinois State University Normal, IL Aug 2011 - May 2015 3
Firehouse Subs Wheaton, IL Apr 2010 - Aug 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Kevin M. Deangelis
Phone Number: 314-342-2000
Firm Website: http://www.olearywmg.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    117,820
    MILLIONS
  • Total Number of Accounts
    279,563
    ACCOUNTS
  • Average Account Value
    $421,444
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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