Debra
Powell

Stifel, Nicolaus & Company, Inc

CRD#4354313
Investment Advisor
in Indianapolis, IN

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About this Advisor

Debra Powell is a financial advisor who works out of Indianapolis, Indiana, who has been in the advisory business for 12 years. Powell is on the advisory team at Stifel, Nicolaus & Company, Inc. Powell has gained experience at Cetera Investment Services LLC, Star Financial Bank, Cetera Investment Advisers LLC, City Securities Corporation and Stifel, Nicolaus & Company, Inc. Powell holds Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Indiana and Texas. Stifel, Nicolaus & Company, Inc is an advisory business that has its headquarters in Indianapolis, Indiana. It has offices in 434 locations and a total of 6,384 advisors. It controls $149 billion in assets under management between its 316,625 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 1,274 charities and foundations. Of its 316,625 customer accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The 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. Fees charged by financial advisors are based on which services are offered. Fees charged by Stifel, Nicolaus & Company, Inc likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 66

Years of Experience

12 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

8900 Keystone Crossing Suite 300
Indianapolis, IN 46240

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

IN Average: 458
Total Number of Accounts

316,625

IN Average: 33,415
Average Account Size

$469,203

IN 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

Debra Powell Work History

Debra has 12 years of experience.

2017 - Present (5 years)

Stifel, Nicolaus & Company, Inc

2014 - Present (8 years)

City Securities Corporation

2014 - 2014 (< 1 year)

Cetera Investment Advisers LLC

2010 - 2014 (4 years)

Cetera Investment Services LLC

2010 - 2014 (4 years)

Star Financial Bank

Disclosures

Debra Powell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Lawrence Brown
Audubon, NJ
Beau Bryant
Wenatchee, WA
Kurt Waid
Wausau, WI
Michael Touscany
Pittsburgh, PA
Margaret Pacheco
Tampa, FL
John Mayer
Bismarck, ND
Theodora Braver
Cockeysville, MD

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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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