Harold
Shollmier

Stifel, Nicolaus & Company, Inc

CRD#2932814
Investment Advisor
in Little Rock, AR

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About this Advisor

Harold Shollmier is a financial advisor based in Little Rock, Arkansas, working with Stifel, Nicolaus & Company, Inc. Harold has previously held positions at Sterne Agee & Leach Inc and Stifel, Nicolaus & Company, Inc. Harold has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas and Texas. Currently, Harold is part of Stifel, Nicolaus & Company, Inc, which operates out of Little Rock, Arkansas. 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

11300 Cantrell Road Suite 101
Little Rock, AR 72212

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

AR Average: 458
Total Number of Accounts

348,524

AR Average: 33,415
Average Account Size

$428,231

AR 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

Harold Shollmier Work History

2015 - Present (9 years)

Stifel, Nicolaus & Company, Inc

2015 - Present (9 years)

Stifel, Nicolaus & Company, Inc

2001 - Present (23 years)

Sterne Agee & Leach Inc

Disclosures

Please visit the SEC profile of Harold Shollmier 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
Dawne Rehm
Pensacola, FL
Joe Bozarth
Woodway, TX
Franklin Shepard
Montgomery, AL
Paul Vidovich
Greensboro, NC
Amy Thien
Saint Louis, MO
Gregory Gonzales
Greensboro, NC
Brian Scigliano
Boise, ID

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