Kenneth
Melichar

Stifel, Nicolaus & Company, Inc

CRD#1016660
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kenneth Melichar is a financial advisor based in Scottsdale, Arizona, working with Stifel, Nicolaus & Company, Inc. Kenneth has previously held a position at Stifel Nicolaus & Co Inc. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Nebraska, and Texas. Currently, Kenneth is part of Stifel, Nicolaus & Company, Inc, which operates out of Scottsdale, Arizona. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

14850 North Scottsdale Road Suite 450
Scottsdale, AZ 85254

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

AZ Average: $11,469,110,461
Total Number of Employees

6,534

AZ Average: 458
Total Number of Accounts

348,524

AZ Average: 33,415
Average Account Size

$428,231

AZ Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kenneth Melichar Work History

2009 - Present (16 years)

Stifel Nicolaus & Co Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kenneth Melichar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Jennifer Cockman
Greensboro, NC
Paul Vidovich
Greensboro, NC
Richard Niederhaus
Morristown, NJ
Paul Simmons
Auburn, AL
Ron Bekins
Palm Beach, FL
John Simmons
Auburn, AL
John-Erik Anderson
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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