Mitchel
Peterson

Stifel, Nicolaus & Company, Inc

CRD#2913288
Investment Advisor
in Ames, IA

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About this Advisor

Mitchel Peterson is a financial advisor who lives in Ames, Iowa. Currently an investment advisor at Stifel, Nicolaus & Company, Inc, Peterson has an impressive 22 years of practice in the financial advisory industry. Peterson maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Peterson is registered to operate in Iowa and Texas. Over the course of their career, Peterson has held roles at Piper Jaffray Inc, Ubs Financial Services Inc and Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Ames, Iowa, and operates out of 406 locations in the nation. As a registered investment firm, Stifel, Nicolaus & Company, Inc oversees $75 billion in assets throughout 216,315 accounts and retains more than 5,746 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 143,719 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 35% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Stifel, Nicolaus & Company, Inc can offer financial planning services, 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

23 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

Yes

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

Mitchel Peterson Work History

Mitchel has 23 years of experience.

2009 - Present (11 years)

Stifel, Nicolaus & Company, Inc

2006 - Present (14 years)

Ubs Financial Services Inc

1997 - Present (23 years)

Piper Jaffray Inc

Disclosures

Mitchel Peterson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Daniel Riley
Pittsburgh, PA
Nicholas Birke
Saint Louis, MO
Zachary Harveth
Lake Forest, IL
Brett Fleckman
New York, NY
William Humber
Tuscaloosa, AL
Lauren Cantillo
Bourbonnais, IL
Morgan Crutchley
Bluffton, SC

This content was compiled from the SEC and FINRA.

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