Sue
Brenner

Stifel, Nicolaus & Company, Inc

CRD#4239741
Investment Advisor
in Portage, MI

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About this Advisor

Sue Brenner is a financial advisor who works in Portage, Michigan with 6 years of industry experience. Brenner works at Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC, Stifel Nicolaus & Co Inc and Wells Fargo Advisors LLC. Brenner holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan and Texas. Stifel, Nicolaus & Company, Inc is a registered investment business operating out of Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 advisors. It controls $133 billion in total assets among its 334,814 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 1,312 charitable organizations. Of its 334,814 customer accounts, 24% are associated with high-net-worth clients who have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc performs 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 for financial management largely depend on the type of services provided. Fee types billed by Stifel, Nicolaus & Company, Inc may include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

950 Trade Center Way Suite 305
Portage, MI 49002

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

MI Average: 458
Total Number of Accounts

334,814

MI Average: 33,415
Average Account Size

$395,894

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

Sue Brenner Work History

Sue has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Stifel Nicolaus & Co Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

*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.

Disclosures

Please visit the SEC profile of Sue Brenner 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
Peter Birdwell
San Francisco, CA
Mark Schreder
Baltimore, MD
Ryan Holzwarth
Flint, MI
Richard Borish
Palm Desert, CA
Heidi Chomatil
Los Angeles, CA
Patrick Dammert
Covington, KY
William Oehmig
Chattanooga, TN

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.

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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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