Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLC (CRD# 28218) is a financial advisory firm headquartered in Saint Louis, MO. They manage $3,556,518,775 in 9,973 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management3,557MILLION
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Total Number of Accounts9,973ACCOUNTS
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Average Account Value$356,615
- 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 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
James Johnson (CRD# 2418875) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 30 years of experience in the finance industry.
Mitchell Kauffman (CRD# 1064603) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Pasadena, CA and has over 37 years of experience in the finance industry.
Gregory Keil (CRD# 4417953) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Edinboro, PA and has over 22 years of experience in the finance industry.
Kathryn Kittredge (CRD# 4061392) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
Carroll Klotz (CRD# 2070334) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 26 years of experience in the finance industry.
Emily Lapp (CRD# 4910500) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.
Scott Latshaw (CRD# 2270958) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.
Matthew Lesko (CRD# 6252709) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Hunt Valley, MD and has over 9 years of experience in the finance industry.
Katy Lightburn (CRD# 6534150) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Chestertown, MD and has over 7 years of experience in the finance industry.
Brian Long (CRD# 5791481) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Edinboro, PA and has over 10 years of experience in the finance industry.