Melissa
Alfsen
Stifel, Nicolaus & Company, Inc
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About this Advisor
Melissa Alfsen is a financial advisor based in Santa Rosa, California, who has 1 year of industry experience. Alfsen is on the advisory team at Stifel, Nicolaus & Company, Inc. Over the course of their career, Alfsen has held roles at Homemaking, Raymond James & Associates, Inc, Wells Fargo Clearing Services, LLC, Stifel Nicolaus & Co Inc and Wells Fargo Advisors, LLC. Alfsen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Stifel, Nicolaus & Company, Inc is an advisory business that has its headquarters in Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 financial advisors. It handles $133 billion in assets under management across its 334,814 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 1,312 charitable organizations. Of its 334,814 accounts, 24% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc has a wide range of services, such as 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. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees billed by Stifel, Nicolaus & Company, Inc likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
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
Melissa Alfsen Work History
Melissa has been registered as a financial advisor for 1 years.*
Stifel Nicolaus & Co Inc
Wells Fargo Clearing Services, LLC
Homemaking
Raymond James & Associates, Inc
Wells Fargo Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melissa Alfsen 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
Saint Louis, MO
Bismarck, ND
Boca Raton, FL
Atlanta, GA
Bellevue, WA
Saint Louis, MO
Athens, GA
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
