#STIFEL NICOLAUS WEALTH TRACKER SOFTWARE#
#STIFEL NICOLAUS WEALTH TRACKER FREE#

Potential conflicts of interest: The firm earns money from groups other than its clients.Flexible investment options: The firm offers a broad menu of investment programs, allowing clients to decide how involved in investment decisions they’d like to be, as well as what types of investments they’d prefer.While Stifel, Nicolaus & Company advisors can charge for this service, the firm says most advisors include it for investment management clients at no extra cost. Complementary financial planning: Many firms charge extra for financial planning help.However, some programs may require much higher minimums of up to $1 million or more. Accessible to non-high net worth individuals: Unlike many registered advisory firms, which can require upwards of six figures to become a client, Stifel, Nicolaus & Company accepts clients with as little as $5,000 to invest.Large national network: With over 430 offices around the country, investors in many different locations stand a good chance of finding a Stifel, Nicolaus & Company advisor located near them.Henry Nicolaus and his son joined the company in 1910, and the firm was rebranded as Stifel, Nicolaus Investment Company in 1923. The company credits Stifel for growing the firm over the next 40 years. Seven years later, Herman Stifel joined as treasurer. Stifel, Nicolaus & Company dates back to 1890, when Benjamin Altheimer and Edward Rawlings first began giving financial advice to individuals. It operates many other brands across the financial industry including in wealth management, investment banking, securities brokerage and lending and trust services, among others.

The firm is owned by the publicly traded company Stifel Financial Corp. That said, about half of its workforce performs investment advisory roles including research. Indeed, the company’s main source of revenue comes from its brokerage operations. Today, the firm employs more than 6,300 workers, most of whom are licensed as brokers. Stifel, Nicolaus & Company has continued to grow over many decades due to large acquisitions it has made as well as through organic growth. The group first registered as a broker-dealer in 1936, and as a registered investment advisor in 1975. Stifel, Nicolaus & Company traces its roots back to 1890, when its predecessor firm opened its doors primarily as a Midwestern brokerage firm that provided advice to individuals. Is Stifel, Nicolaus & Company right for you?.Where Stifel, Nicolaus & Company is located.Stifel, Nicolaus & Company onboarding process.Stifel, Nicolaus & Company disciplinary disclosures.Fees Stifel, Nicolaus & Company charges for its services.How Stifel, Nicolaus & Company invests your money.Services offered by Stifel, Nicolaus & Company.What types of clients does Stifel, Nicolaus & Company serve?.Best of all, as an Wealth Tracker user, personal service is only a click away - whenever you have questions or need assistance, Wealth Tracker can connect you to a Financial Advisor in your area. Additionally, the application can help you better understand certain investments through access to research reports from our nationally recognized equity research partner. When you register for Wealth Tracker, you can complete a risk profile and see if your holdings are aligned with your financial goals, tolerance for risk, and time horizon.

#STIFEL NICOLAUS WEALTH TRACKER SOFTWARE#

The software will track your net worth, monitor your progress toward your goals, perform detailed analysis on your investment portfolio and illustrate your asset and sector allocations. Use Wealth Tracker to securely view all of your financial information your investment and retirement accounts, checking and savings accounts, mortgage, student loans and other loans, credit cards, and more in one place.

#STIFEL NICOLAUS WEALTH TRACKER FREE#

Available via mobile, tablet, or any computer, Stifel Wealth Tracker is a powerful free service designed to give you a big-picture view of your financial situation so that you can chart a course for your future.

Stifel nicolaus wealth tracker