Craig
Braun

Stifel, Nicolaus & Company, Inc

CRD#2206780
Investment Advisor
in Flint, MI

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About this Advisor

Craig Braun is a financial advisor who works in Flint, Michigan with a total of 5 years of industry experience. Braun is currently employed by Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc and Stifel Nicolaus & Co Inc. Braun holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company that has its headquarters in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 employees. It oversees $133 billion in assets under management between its 334,814 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 accounts, 24% belong to high-net-worth investors who have greater than $1 million in investable assets. Stifel, Nicolaus & Company, Inc provides a number 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 depend on the services offered. However, fees billed by Stifel, Nicolaus & Company, Inc most likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

5400 Gateway Center Suite A
Flint, MI 48507

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

MI Average: 458
Total Number of Accounts

334,814

MI Average: 33,415
Average Account Size

$395,894

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

Craig Braun Work History

Craig has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Stifel Nicolaus & Co Inc

2009 - 2018 (9 years)

Ameriprise Financial Services, 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 Craig Braun 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
Morgan Nix
Mobile, AL
Richard Borish
Palm Desert, CA
Alan Beatty
Jefferson City, MO
William Oehmig
Chattanooga, TN
Margaret Mcmanis
Palm Beach Gardens, FL
Chelsea Woods
New York, NY
Patrick Dammert
Covington, KY

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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