Randy
Bettich

Stifel, Nicolaus & Company, Inc

CRD#1569627
Investment Advisor
in Saint Joseph, MI

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About this Advisor

Randy Bettich is a financial advisor based out of Saint Joseph, Michigan, with a total of 10 years of experience as a financial advisor. Bettich is currently employed by Stifel, Nicolaus & Company, Inc. They have spent their entire career at Stifel, Nicolaus & Company, Inc. Bettich has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Indiana, Michigan and Texas. Stifel, Nicolaus & Company, Inc is a business that has its headquarters in Saint Joseph, Michigan. It has offices in 434 locations and a total of 6,384 employees. It manages $149 billion in assets across its 316,625 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,274 charitable organizations. Of its 316,625 customer accounts, 27% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a diverse range 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. Fees charged by financial advisors usually depend on the type of financial services offered. Fee types 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 66

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

Yes

Office Location

4035 Hollywood Road
Saint Joseph, MI 49085

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

MI Average: 458
Total Number of Accounts

316,625

MI Average: 33,415
Average Account Size

$469,203

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

Randy Bettich Work History

Randy has 10 years of experience.

2012 - Present (10 years)

Stifel Nicolaus & Co Inc

Disclosures

Randy Bettich has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gene Mcabee
Paso Robles, CA
Sue Brenner
Portage, MI
Amber Mayberry
Saint Louis, MO
Mucio Carlon
Scottsdale, AZ
Lawrence Brown
Audubon, NJ
Johnathan Wilson
Roseville, CA
Harold Uszerowicz
Succasunna, NJ

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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