Monica
Veit

Stifel, Nicolaus & Company, Inc

CRD#3101207
Investment Advisor
in Flint, MI

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About this Advisor

Monica Veit is a financial advisor operating out of Flint, Michigan, who has 10 years of financial industry experience. Veit is an employee of Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Ameriprise Financial Services, Inc and Stifel Nicolaus & Co Inc. Veit maintains 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 financial advisory company that has its headquarters in Flint, Michigan. The investment advisory business has offices in 431 locations and a total of 6,153 people on staff. It has $98 billion in assets under management between its 244,516 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 1,031 charitable organizations. Of its 244,516 accounts, 40% belong to high-net-worth individuals who have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc offers 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 fees largely vary depending on the services. However, fee types billed by Stifel, Nicolaus & Company, Inc likely include any blend 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

5400 Gateway Center Suite A
Flint, MI 48507

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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

Monica Veit Work History

Monica has 10 years of experience.

2018 - Present (3 years)

Stifel Nicolaus & Co Inc

2010 - 2018 (8 years)

Ameriprise Financial Services, Inc

Disclosures

Monica Veit has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Tricia Beevers
Denton, TX
Robert Barcellona
Washington, DC
Joshua Burgan
Indianapolis, IN
Eric Robb
Wichita Falls, TX
Daniel Caputa
Saint Louis, MO
Michael Beck
Saint Louis, MO
David Morris
Chicago, IL

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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