Kevin Deangelis (CRD# 6513156) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 6 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.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Nicolaus & Co Inc. | St. Louis, MO | Mar 2020 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- MO
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Total Assets Under Management149,249MILLIONS
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Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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