Andrew
Ahrens

Stifel, Nicolaus & Company, Inc

CRD#7318285
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Andrew Ahrens is a financial advisor based in Grand Rapids, Michigan, working with Stifel, Nicolaus & Company, Inc. Andrew has previously held positions at Stifel, Nicolaus & Company, Inc, Dave Ahrens State Farm Insurance Agency, Kentwood Plumbing And Heating, Cornerstone University Food Service, Blythefield Country Club, and Northwestern Mutual. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Andrew is part of Stifel, Nicolaus & Company, Inc, which operates out of Grand Rapids, Michigan. 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

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

250 Pearl Street - 2Nd Floor Grand Rapids Downtown
Grand Rapids, MI 49503

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

MI Average: 458
Total Number of Accounts

348,524

MI Average: 33,415
Average Account Size

$428,231

MI 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

Andrew Ahrens Work History

2022 - Present (2 years)

Stifel, Nicolaus & Company, Inc

2021 - 2022 (1 year)

Stifel, Nicolaus & Company, Inc

2021 - 2021 (< 1 year)

Northwestern Mutual

2019 - 2020 (1 year)

Blythefield Country Club

2018 - 2020 (2 years)

Cornerstone University Food Service

2017 - 2017 (< 1 year)

Kentwood Plumbing And Heating

2014 - 2018 (4 years)

Dave Ahrens State Farm Insurance Agency

Disclosures

Please visit the SEC profile of Andrew Ahrens 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
Olivia Geiger
Grand Rapids, MI
Kaitlyn Jackson
Savannah, GA
Jake Mcguire
Garden City, NY
Patrick Coleman
New York, NY
Daniel Westfield
Garden City, NY
Matthew Verduzco
Saint Louis, MO
Nathaniel Kane
Saint Louis, MO

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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