Ryan
Kennedy

Stifel, Nicolaus & Company, Inc

CRD#6045487
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Ryan Kennedy is a financial advisor who works out of Colorado Springs, Colorado, who has 10 years of professional experience. Kennedy works at Stifel, Nicolaus & Company, Inc. Kennedy has gained experience at Ameriprise Financial Services, Inc, Morgan Stanley, Morgan Stanley Private Bank, National Association and Stifel Nicolaus & Co Inc. Kennedy maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Texas. Stifel, Nicolaus & Company, Inc is a registered investment firm that has its headquarters in Colorado Springs, Colorado. The firm has offices in 434 locations and a total of 6,384 employees. It manages $149 billion in assets across its 316,625 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 1,274 charities and foundations. Of its 316,625 accounts, 27% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number 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. Fees charged by financial advisors typically depend on which services are provided. Fees charged by Stifel, Nicolaus & Company, Inc likely are comprised of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

102 South Tejon Street Suite 700
Colorado Springs, CO 80903

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

CO Average: 458
Total Number of Accounts

316,625

CO Average: 33,415
Average Account Size

$469,203

CO Average: $343,232

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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

Ryan Kennedy Work History

Ryan has 10 years of experience.

2021 - Present (1 year)

Stifel Nicolaus & Co Inc

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2014 - 2015 (1 year)

Morgan Stanley

2012 - 2013 (1 year)

Ameriprise Financial Services, Inc

Disclosures

Ryan Kennedy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Zachary Hageman
Valdosta, GA
John Mayer
Bismarck, ND
Douglas Patton
Pensacola, FL
Stuart Buck
Fort Myers, FL
Adam Higgins
Cincinnati, OH
David Lee
San Diego, CA
Kyle Shaw
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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