Anna
Haskin

Stifel, Nicolaus & Company, Inc

CRD#6207144
Investment Advisor
in West Des Moines, IA

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About this Advisor

Anna Haskin is a financial advisor based in West Des Moines, Iowa, working with Stifel, Nicolaus & Company, Inc. Anna has previously held positions at Raymond James And Associates, Granite City Food And Brewery, Northwest Missouri State University, Dogtown Bar And Grill, and Stifel Nicolaus & Co Inc. Anna has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Anna is part of Stifel, Nicolaus & Company, Inc, which operates out of West Des Moines, Iowa. 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

Series 66

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

Office Location

595 S 60Th Street Suite 260
West Des Moines, IA 50266

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

IA Average: 458
Total Number of Accounts

348,524

IA Average: 33,415
Average Account Size

$428,231

IA Average: $343,232

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

Anna Haskin Work History

2019 - Present (5 years)

Stifel Nicolaus & Co Inc

2016 - 2019 (3 years)

Raymond James And Associates

2016 - 2019 (3 years)

Granite City Food And Brewery

2015 - 2016 (1 year)

Dogtown Bar And Grill

2014 - 2016 (2 years)

Northwest Missouri State University

2013 - 2014 (1 year)

Granite City Food And Brewery

2010 - 2016 (6 years)

Northwest Missouri State University

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Disclosures

Please visit the SEC profile of Anna Haskin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Olivia Geiger
Grand Rapids, MI
Kaitlyn Jackson
Savannah, GA
Jake Mcguire
Garden City, NY
Patrick Coleman
New York, NY
Daniel Westfield
Garden City, NY
Matthew Verduzco
Saint Louis, MO
Nathaniel Kane
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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