Heidi
Koeppel
Stifel, Nicolaus & Company, Inc
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About this Advisor
Heidi Koeppel is a financial advisor based in Jacksonville, Illinois, working with Stifel, Nicolaus & Company, Inc. Heidi has previously held a position at Stifel Nicolaus & Co Inc. Heidi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Heidi is part of Stifel, Nicolaus & Company, Inc, which operates out of Jacksonville, Illinois. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
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
Heidi Koeppel Work History
Stifel Nicolaus & Co Inc
Disclosures
Please visit the SEC profile of Heidi Koeppel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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