Zachary
Hageman

Stifel, Nicolaus & Company, Inc

CRD#6475495
Investment Advisor
in Valdosta, GA

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About this Advisor

Zachary Hageman is a certified financial planner operating in Valdosta, Georgia, with a total of 10 years of professional experience. Hageman is an employee of Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Cambridge Investment Researcg, Inc, Special Olympics Georgia, Elead One Crm, Boys And Girls Club Of America and Stifel Nicolaus & Co Inc. Hageman maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and can operate in Georgia and Texas. Stifel, Nicolaus & Company, Inc is an advisory business headquartered in Valdosta, Georgia. The firm has offices in 434 locations and a total of 6,384 financial advisors. It has $149 billion in assets under management among its 316,625 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,274 charities and foundations. Of its 316,625 customer accounts, 27% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs 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. Financial advisory fees typically depend on which service is offered. However, fees charged by Stifel, Nicolaus & Company, Inc may include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

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

3555 North Crossing Circle
Valdosta, GA 31602

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

GA Average: 458
Total Number of Accounts

316,625

GA Average: 33,415
Average Account Size

$469,203

GA 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

Zachary Hageman Work History

Zachary has 10 years of experience.

2016 - Present (6 years)

Stifel Nicolaus & Co Inc

2015 - 2016 (1 year)

Cambridge Investment Researcg, Inc

2013 - 2015 (2 years)

Special Olympics Georgia

2012 - 2013 (1 year)

Elead One Crm

2012 - 2012 (< 1 year)

Boys And Girls Club Of America

Disclosures

Zachary Hageman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gretchen Nichols
Indianapolis, IN
Mark Siver
Garden City, NY
Joshua Williams
Lagrange, GA
Anna Hauck
Newport Beach, CA
Lynn Hartman
Grand Rapids, MI
Joseph Maglaque
Florham Park, NJ
John Lawrence
Southport, NC

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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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