Michael
Witous

Stifel, Nicolaus & Company, Inc

CRD#1566239
Investment Advisor
in Elkhart, IN

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About this Advisor

Michael Witous is a financial advisor working in Elkhart, Indiana, who has been in the advisory business for 10 years. Witous currently works for Stifel, Nicolaus & Company, Inc. During their career, Witous has held roles at Oppenheimer & Co and Stifel Nicolaus & Co Inc. Witous holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Stifel, Nicolaus & Company, Inc is a financial advisory company that has its headquarters in Elkhart, Indiana. It has offices in 431 locations and a total of 6,153 financial advisors. It controls $98 billion in assets under management between its 244,516 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 1,031 charitable organizations. Of its 244,516 customer accounts, 40% are associated with high-net-worth individuals who have greater than $1 million in assets. The company performs a wide set 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 vary depending on which services the firm provides the client. Fee types billed by Stifel, Nicolaus & Company, Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

200 Nibco Parkway Suite 300
Elkhart, IN 46516

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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

Michael Witous Work History

Michael has 10 years of experience.

2018 - Present (4 years)

Stifel Nicolaus & Co Inc

2010 - 2017 (7 years)

Oppenheimer & Co

Disclosures

Michael Witous has 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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