Stifel, Nicolaus & Company, Inc

Investment Advisor
in Flint, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Holzwarth is a financial advisor who works in Flint, Michigan, who has 2 years of relevant experience. Holzwarth is currently employed by Stifel, Nicolaus & Company, Inc. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Jp Morgan Chase Bank, Wells Fargo Bank, Ross Store, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Vectra Bank, Thrivent Financial, Stifel Nicolaus & Co Inc and Jp Morgan Securities LLC. Holzwarth has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado and Michigan. Stifel, Nicolaus & Company, Inc is an advisory business that has its headquarters in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 employees. It administers $133 billion in assets across its 334,814 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 customer accounts, 24% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a broad set 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 for financial advice typically are based on which services the firm provides the client. Fee types billed by Stifel, Nicolaus & Company, Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management


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


MI Average: 458
Total Number of Accounts


MI Average: 33,415
Average Account Size


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

Ryan Holzwarth Work History

Ryan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Stifel Nicolaus & Co Inc

2021 - 2021 (< 1 year)

Thrivent Financial

2020 - 2021 (1 year)

Wells Fargo Clearing Services, LLC

2019 - 2020 (1 year)

Vectra Bank

2017 - 2019 (2 years)

Jp Morgan Chase Bank

2017 - 2019 (2 years)

Jp Morgan Securities LLC

2016 - 2017 (1 year)

Ross Store

2014 - 2016 (2 years)

Wells Fargo Bank

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2013 - 2014 (1 year)

Wells Fargo Advisors, LLC

2013 - 2014 (1 year)

Wells Fargo Bank

2013 - 2020 (7 years)

Wells Fargo Bank, Na

*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.


Please visit the SEC profile of Ryan Holzwarth 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
Karen Miley
Athens, GA
Jeffery Burrus
Austin, TX
David Barker
Boston, MA
Michael Lieberman
Florham Park, NJ
Devin Anthony
Indianapolis, IN
Edward Ferguson
Athens, GA
Sara Kazarian
Hackensack, NJ

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.

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. 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started