Stifel, Nicolaus & Company, Inc

Investment Advisor
in Ames, IA
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About this Advisor

Mitchel Peterson is a financial advisor who works in Ames, Iowa, who has been in the advisory business for 21 years. Peterson is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Stifel, Nicolaus & Company, Inc, Piper Jaffray Inc and Ubs Financial Services Inc. Peterson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Iowa and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory company based in Ames, Iowa. The investment advisory business has offices in 362 locations and a total of 5,570 employees. It handles $72 billion in assets among its 188,394 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 852 charities and foundations. Of its 188,394 customer accounts, 24% belong to high-net-worth investors who have at least $1 million in investable assets. Stifel, Nicolaus & Company, Inc provides 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. Fees for financial advice typically depend on which services the firm provides the client. However, fees charged by Stifel, Nicolaus & Company, Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

21 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



Office Location

515 Grand Avenue
Ames, IA 50010

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management


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


IA Average: 458
Total Number of Accounts


IA Average: 33,415
Average Account Size


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

Mitchel Peterson Work History

Mitchel has 21 years of experience.

2009 - Present (10 years)

Stifel, Nicolaus & Company, Inc

2006 - Present (13 years)

Ubs Financial Services Inc

1997 - Present (22 years)

Piper Jaffray Inc


Mitchel Peterson has 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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