Karla
Sexton

Stifel, Nicolaus & Company, Inc

CRD#2791641
Investment Advisor
in Ames, IA
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About this Advisor

Karla Sexton is an investment advisor whose office is in Ames, Iowa. Currently an investment advisor with Stifel, Nicolaus & Company, Inc, Sexton has an impressive 22 years of experience as a registered investment advisor. Sexton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Sexton is registered to work with investors based out of Iowa. Over the course of their career, they have held roles at Stifel, Nicolaus & Company, Inc, U. S. Bancorp Piper Jaffray Inc, Casey'S General Store and Ubs Financial Services Inc. Stifel, Nicolaus & Company, Inc is based out of Ames, Iowa, and operates out of 362 brick-and-mortar locations in the nation. Overall, Stifel, Nicolaus & Company, Inc oversees $72 billion in assets throughout 188,394 client accounts and retains more than 5,570 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Stifel, Nicolaus & Company, Inc can provide 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

22 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

Karla Sexton Work History

Karla has 22 years of experience.

2009 - Present (10 years)

Stifel, Nicolaus & Company, Inc

2006 - Present (13 years)

Ubs Financial Services Inc

1996 - Present (23 years)

U. S. Bancorp Piper Jaffray Inc

1996 - Present (23 years)

Casey'S General Store

Disclosures

Karla Sexton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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