Joshua
Burgan

Stifel, Nicolaus & Company, Inc

CRD#5685641
Investment Advisor
in Indianapolis, IN

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About this Advisor

Joshua Burgan is an investment advisor based in Indianapolis, Indiana. Currently an investment advisor with Stifel, Nicolaus & Company, Inc, Burgan has 10 years of professional experience. Burgan has Series 66 and Series 63 licenses, certifying the advisor as a securities representative. Burgan can serve investors in Indiana. Over the course of their career, they have held roles at Stifel Nicolaus, Texas A&M Foundation, Indiana University Foundation, Mah Investment Management and Fundamental Insurance And Retirement Planning. Stifel, Nicolaus & Company, Inc is based out of Indianapolis, Indiana, and has 431 additional offices in the country. In aggregate, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets throughout 244,516 client accounts and retains more than 6,153 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 166,793 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 40% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Stifel, Nicolaus & Company, Inc offers 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 firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

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

600 East 96Th Street, Suite 575
Indianapolis, IN 46240

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

IN Average: 458
Total Number of Accounts

244,516

IN Average: 33,415
Average Account Size

$399,512

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

Joshua Burgan Work History

Joshua has 10 years of experience.

2020 - Present (2 years)

Stifel Nicolaus

2015 - 2019 (4 years)

Texas A&M Foundation

2013 - 2015 (2 years)

Indiana University Foundation

2011 - 2013 (2 years)

Mah Investment Management

2010 - 2010 (< 1 year)

Fundamental Insurance And Retirement Planning

Disclosures

Joshua Burgan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
James Klingler
Montgomery, AL
Siara Montgomery
Saint Louis, MO
Tyler Connelly
New York, NY
Terrance Wilson
Kansas City, MO
Lori Stephenson
Port Huron, MI
Padraig Mcbrien
New York, NY
William O'Malley
Portsmouth, NH

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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