Stephen
Thomsen

Stifel, Nicolaus & Company, Inc

CRD#5314952
Investment Advisor
in Washington, DC

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About this Advisor

Stephen Thomsen is a certified financial planner based out of Washington, District Of Columbia, who has 5 years of relevant experience. Thomsen currently works for Stifel, Nicolaus & Company, Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Stifel Nicolaus & Co Inc. Thomsen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia and Texas. Stifel, Nicolaus & Company, Inc is a business based in Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 financial advisors. It has $133 billion in assets under management across its 334,814 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 1,312 charitable organizations. Of its 334,814 accounts, 24% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides 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. A financial advisor's fees are based on the type of financial services. However, fee types charged by Stifel, Nicolaus & Company, Inc likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

Office Location

1776 I Street
Washington, DC 20006

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

DC Average: 458
Total Number of Accounts

334,814

DC Average: 33,415
Average Account Size

$395,894

DC 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

Stephen Thomsen Work History

Stephen has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Stifel Nicolaus & Co Inc

2011 - 2018 (7 years)

Bank Of America,N.A

2009 - 2018 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Stephen Thomsen 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
Eric Estelle
Saint Louis, MO
Richard Borish
Palm Desert, CA
Robert Lipinski
Chicago, IL
Mark Schreder
Baltimore, MD
Peter Birdwell
San Francisco, CA
Rodney Naylor
Glenwood Springs, CO
Chelsea Woods
New York, NY

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.

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