Stifel, Nicolaus & Company, Inc
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About this Advisor
Donald Mcfarland is a financial advisor who works out of Ames, Iowa, who has 12 years of professional experience. Mcfarland is an advisor for Stifel, Nicolaus & Company, Inc. Over the course of their career, Mcfarland has held roles at Wells Fargo Investments, LLC and Stifel Nicolaus & Co Inc. Mcfarland holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Iowa. Stifel, Nicolaus & Company, Inc is a financial advisory company that has its headquarters in Ames, Iowa. The investment advisory business has offices in 362 locations and a total of 5,570 advisors. It manages $72 billion in assets among its 188,394 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 852 charitable organizations. Of its 188,394 accounts, 24% are associated with high-net-worth individuals who have at least $1 million in investable assets. Stifel, Nicolaus & Company, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees are based on the financial services. Fee types billed by Stifel, Nicolaus & Company, Inc likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
Donald Mcfarland Work History
Donald has 12 years of experience.
Stifel Nicolaus & Co Inc
Wells Fargo Investments, LLC
Donald Mcfarland has no disclosures.
Please visit their SEC profile for more details.
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