Stifel, Nicolaus & Company, Inc
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About this Advisor
Stephen Thomsen is a certified financial planner based in Washington, D.C., who has been in the industry for 11 years. Thomsen is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Banc Of America Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Stifel Nicolaus & Co Inc and Bank Of America, N.A. Thomsen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Washington, D.c. and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company that has its headquarters in Washington, D.C. The firm has offices in 362 locations and a total of 5,570 employees. It manages $72 billion in assets under management among its 188,394 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 852 charitable organizations. Of its 188,394 customer accounts, 24% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Stifel, Nicolaus & Company, Inc can include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
Stephen Thomsen Work History
Stephen has 11 years of experience.
Stifel Nicolaus & Co Inc
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Banc Of America Investment Services, Inc
Stephen Thomsen has no disclosures.
Please visit their SEC profile for more details.