Brent Gilmore (CRD# 4758372) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 19 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Waterloo, IA | Aug 2009 - Current | 14 |
| Ubs Financial Services Inc. | Waterloo, IA | Aug 2006 - Current | 17 |
| Piper Jaffray & Company | Waterloo, IA | Feb 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- IA
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
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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