Donald
Mcfarland

Stifel, Nicolaus & Company, Inc

CRD#1663794
Investment Advisor
in Ames, IA
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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

Series 63, 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

515 Grand Avenue
Ames, IA 50010

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

IA Average: 458
Total Number of Accounts

216,315

IA Average: 33,415
Average Account Size

$345,094

IA 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

Donald Mcfarland Work History

Donald has 12 years of experience.

2010 - Present (9 years)

Stifel Nicolaus & Co Inc

2006 - 2010 (4 years)

Wells Fargo Investments, LLC

Disclosures

Donald Mcfarland has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

Michael Linse
La Crosse, WI
Kendall Paral
Green Bay, WI
Justin Silverman
Boston, MA
Matthew Perry
Columbia, MO
Ruth Ludtke
Chico, CA
Morgan Nix
Mobile, AL
Cvetelina Raeva
Garden City, NY
Jennifer Miller
Pensacola, FL

This content was compiled from the SEC and FINRA.

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