Mitchel
Peterson
Stifel, Nicolaus & Company, Inc
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About this Advisor
Mitchel Peterson is a financial advisor working out of Ames, Iowa, who has been in the advisory business for 25 years. Peterson currently works for Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Ubs Financial Services Inc, Stifel, Nicolaus & Company, Inc and Piper Jaffray Inc. Peterson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Iowa and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory business that has its headquarters in Ames, Iowa. The investment advisory business has offices in 434 locations and a total of 6,384 people on staff. It handles $149 billion in total assets among its 316,625 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,274 charitable organizations. Of its 316,625 customer accounts, 27% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm performs a number of services, such as 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 usually depend on which service is offered. However, fees billed by Stifel, Nicolaus & Company, Inc can consist of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$148,561,390,277
6,384
316,625
$469,203
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Answer a few questions to get a personalized match.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
Mitchel Peterson Work History
Mitchel has 25 years of experience.
Stifel, Nicolaus & Company, Inc
Ubs Financial Services Inc
Piper Jaffray Inc
Disclosures
Mitchel Peterson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
San Francisco, CA
Covington, KY
Abilene, TX
Charlotte, NC
Ketchum, ID
Frederick, MD
Frederick, MD
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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