Olivia
Geiger

Stifel, Nicolaus & Company, Inc

CRD#7184910
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Olivia Geiger is a financial advisor based in Grand Rapids, Michigan, working with Stifel, Nicolaus & Company, Inc. Olivia has previously held positions at Jp Morgan Chase Bank Na, Jp Morgan Securities LLC, Tsfr Apple Venture Lls, Huntington National Bank, Farmers Insurance Group, Grand Rapids Community College, Gippers Restaurant, The Score Sports Bar, Applebee's Corporation, Uccello's Ristorante, Jpmorgan Chase Bank Na, and Stifel. Olivia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Olivia 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 63, 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

5181 Cascade Road Se
Grand Rapids, MI 49546

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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

Olivia Geiger Work History

2023 - Present (1 year)

Stifel

2019 - 2023 (4 years)

Jp Morgan Chase Bank Na

2019 - 2023 (4 years)

Jp Morgan Securities LLC

2018 - 2019 (1 year)

Jpmorgan Chase Bank Na

2017 - 2018 (1 year)

Huntington National Bank

2017 - 2020 (3 years)

Grand Rapids Community College

2015 - 2017 (2 years)

Farmers Insurance Group

2015 - 2015 (< 1 year)

Uccello'S Ristorante

2014 - 2015 (1 year)

Tsfr Apple Venture Lls

2014 - 2014 (< 1 year)

Gippers Restaurant

2014 - 2015 (1 year)

The Score Sports Bar

2014 - 2015 (1 year)

Applebee'S Corporation

Disclosures

Please visit the SEC profile of Olivia Geiger 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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