Stifel

Retirement Planning Firm in Houston County, GA

Firm Info
Address: 321 Margie Dr suite b, Warner Robins, GA 31088, USA
Phone: (478) 953-1313

Firm Size
Assets Under Management: $149 billion
# of Advisors: 2,992
# of Clients: 316,625
Client to Advisor Ratio: 106:1
Average Account Size: $470,588
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions

Get Connected with a Financial Advisor

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Stifel, Nicolaus & Company, Incorporated Overview

Stifel, Nicolaus & Company, Incorporated is a fee-based brokerage and investment advisory firm that has been in business since 1975. With headquarters located in St. Louis, MO, this registered investment advisory firm offers a diverse range of services to its clients. As a broker-dealer, commodity pool operator/advisor, insurance broker/agent, municipal advisor, and provider of investment advice, Stifel, Nicolaus & Company is well equipped to serve the unique needs of its clients. The firm's financial planning services include portfolio management for individuals and small businesses, as well as portfolio management for businesses and institutional clients. In addition, it also provides pension consulting services, helping companies navigate the complexities of employer-sponsored retirement plans. Stifel also excels at selecting other advisors to manage client assets, ensuring that clients receive the best possible guidance. Educational seminars and workshops are also available to help clients better understand various financial topics and opportunities. With a history of success spanning nearly half a century, Stifel, Nicolaus & Company, Incorporated has established itself as a trusted partner for those seeking investment advice and planning services. The firm's fee-based fee arrangement ensures that clients receive advice that is aligned with their best interests, and its comprehensive suite of services ensures that clients have access to a wide range of financial tools and resources.

STIFEL, NICOLAUS & COMPANY, INCORPORATED is a financial services firm that specializes in providing a range of investment services to a diverse group of clients. Some of the different types of clients that STIFEL, NICOLAUS & COMPANY, INCORPORATED serves include individuals, high net worth individuals, banking institutions, pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other types of corporations not listed. Additionally, STIFEL, NICOLAUS & COMPANY, INCORPORATED caters to other types of clients to ensure a full range of services can be provided. Clients are able to select from a range of different fee structures depending on the service that they require. These fee structures include percentage of assets under management (AUM) fees, fixed fees, and commissions. The variety of fee structures available means that clients are able to select the one that best suits their needs and budget, resulting in a customized and flexible approach to finance.

Typical Clients, Fee Structures & Investment Minimum

According to STIFEL, NICOLAUS & COMPANY, INCORPORATED's Part 2 Brochure, there is no mention of an investment minimum. Therefore, it is not clear what the firm's investment minimum is.

How This Office Can Help Houston County, GA Residents

Stifel is a financial services firm that offers a range of services to clients in Houston County, GA, designed to address various financial situations. For example, individuals seeking to invest in securities can work with Stifel's financial advisors to develop a personalized investment strategy. In addition, Stifel offers wealth management services that help clients achieve their long-term financial goals, such as retirement planning or estate planning. For businesses in Houston County, GA, Stifel provides investment banking services, such as mergers and acquisitions, debt and equity financing, and strategic planning. Stifel can also assist companies in raising capital, navigating complex transactions, and managing risk in volatile financial markets. Overall, Stifel's services are designed to help clients in Houston County, GA, navigate a range of financial situations, from managing personal investments to growing their businesses.

To view the Minimum Investment and Fee Schedule for Stifel, Nicolaus & Company, Incorporated, visit their Part 2 Brochure.

Services Offered by Stifel, Nicolaus & Company, Incorporated

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Stifel, Nicolaus & Company, Incorporated most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 321 Margie Dr suite b, Warner Robins, GA 31088, USA
Phone (478) 953-1313
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 501 N BROADWAY, ST LOUIS, MO 63102, United States

This firm has no other locations.

State Registrations

Stifel, Nicolaus & Company, Incorporated is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Stifel, Nicolaus & Company, Incorporated does not have any disclosures. Please visit it's Form ADV for more details.