Joseph
Kenyon

Stifel, Nicolaus & Company, Inc

CRD#4355623
Investment Advisor
in Utica, MI

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About this Advisor

Joseph Kenyon is a financial advisor who works in Utica, Michigan, who has been in the advisory business for 10 years. Kenyon is an advisor for Stifel, Nicolaus & Company, Inc. They have been employed by Stifel, Nicolaus & Company, Inc for their whole career. Kenyon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Michigan and Texas. Stifel, Nicolaus & Company, Inc is a business operating out of Utica, Michigan. It has offices in 431 locations and a total of 6,153 financial advisors. It manages $98 billion in assets under management across its 244,516 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 1,031 charities and foundations. Of its 244,516 accounts, 40% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc offers a wide array 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 fees depend on the financial services offered. Fee types charged by Stifel, Nicolaus & Company, Inc may include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

50194 Schoenherr Road
Utica, MI 48315

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

MI Average: 458
Total Number of Accounts

244,516

MI Average: 33,415
Average Account Size

$399,512

MI 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
  • Educational seminars/workshops

Joseph Kenyon Work History

Joseph has 10 years of experience.

2010 - Present (11 years)

Stifel Nicolaus & Co Inc

Disclosures

Joseph Kenyon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Christopher Hurst
Roseville, CA
Devon Schmidt
Bellevue, WA
Donald Mcfarland
Ames, IA
Michael Witous
Elkhart, IN
Andrea Attwood
Flint, MI
Omar Latif
Saint Louis, MO
Andrew Foote
New York, NY

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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