Kyle
Marcolla

Stifel, Nicolaus & Company, Inc

CRD#5555166
Investment Advisor
in Overland Park, KS

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About this Advisor

Kyle Marcolla is a financial advisor based in Overland Park, Kansas, working with Stifel, Nicolaus & Company, Inc. Kyle has previously held a position at Stifel, Nicolaus & Company, Inc. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Kyle is part of Stifel, Nicolaus & Company, Inc, which operates out of Overland Park, Kansas. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

40 Corporate Woods Building 9401 Indian Creek Parkway, Suite 1100
Overland Park, KS 66210

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

KS Average: 458
Total Number of Accounts

348,524

KS Average: 33,415
Average Account Size

$428,231

KS 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

Kyle Marcolla Work History

2011 - Present (13 years)

Stifel, Nicolaus & Company, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kyle Marcolla 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
Paul Vidovich
Greensboro, NC
Michelle Marks
Louisville, KY
Macgregor Hunter
Carlsbad, CA
Jeffrey Aders
Billings, MT
Michael Stiuso
Garden City, NY
Brian Scigliano
Boise, ID
Eduardo Delgado
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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