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 been in the advisory business for 12 years. Mcfarland currently works for Stifel, Nicolaus & Company, Inc. They have spent all of their career at Stifel, Nicolaus & Company, Inc. Mcfarland holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory company that has its headquarters in Ames, Iowa. The company has offices in 434 locations and a total of 6,384 people on staff. It administers $149 billion in assets under management among its 316,625 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 1,274 charities and foundations. Of its 316,625 accounts, 27% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a wide array of services, including 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 largely vary depending on which service is offered. Fees charged by Stifel, Nicolaus & Company, Inc may include some blend of 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
- Educational seminars/workshops
Donald Mcfarland Work History
Donald has 12 years of experience.
Stifel Nicolaus & Co Inc
Donald Mcfarland has no disclosures.
Please visit their SEC profile for more details.
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