Tara
Kabance

Stifel, Nicolaus & Company, Inc

CRD#2887195
Investment Advisor
in Waterloo, IA

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About this Advisor

Tara Kabance is a financial advisor operating out of Waterloo, Iowa with a total of 14 years of industry experience. Kabance is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Ubs Financial Services Inc, U. S. Bancorp Piper Jaffray Inc and Stifel, Nicolaus & Company, Inc. Kabance holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Iowa and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory business operating out of Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 people on staff. It has $133 billion in assets under management across its 334,814 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 1,312 charities and foundations. Of its 334,814 customer accounts, 24% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a wide set 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. A financial advisor's fee schedules typically depend on which service is provided. Fees charged by Stifel, Nicolaus & Company, Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

14 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

173 W Fourth St
Waterloo, IA 50701-5401

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

IA Average: 458
Total Number of Accounts

334,814

IA Average: 33,415
Average Account Size

$395,894

IA Average: $343,232

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

Tara Kabance Work History

Tara has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Stifel, Nicolaus & Company, Inc

2006 - Present (18 years)

Ubs Financial Services Inc

1997 - Present (27 years)

U. S. Bancorp Piper Jaffray Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tara Kabance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Robert Hellman
Waukesha, WI
Gregory Buckner
Wilmington, NC
Lance Mcintosh
Bellevue, WA
Kyle Miller
Omaha, NE
Howard Margolis
Southfield, MI
Timothy Tucker
Bellevue, WA
Sheryl Cox
Plymouth, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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