Bradley
Beckmann

Stifel, Nicolaus & Company, Inc

CRD#6203440
Investment Advisor
in Saint Louis, MO

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About this Advisor

Bradley Beckmann is a financial advisor working in Saint Louis, Missouri, with 6 years of relevant experience. Beckmann works at Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Stifel, Cabelas, Lindenwood University and Stifel, Nicolaus & Company, Inc. Beckmann has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Missouri and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory firm operating out of Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 employees. It has $133 billion in assets under management among its 334,814 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 1,312 charitable organizations. Of its 334,814 accounts, 24% are held by high-net-worth investors who have at least $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc has a wide set of services, including 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 typically are based on which service is provided. Fee types billed by Stifel, Nicolaus & Company, Inc can include 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

520 Maryville Centre Drive Suite 410
Saint Louis, MO 63141

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

MO Average: 458
Total Number of Accounts

334,814

MO Average: 33,415
Average Account Size

$395,894

MO 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

Bradley Beckmann Work History

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

2022 - Present (2 years)

Stifel, Nicolaus & Company, Inc

2016 - 2022 (6 years)

Stifel

2015 - 2015 (< 1 year)

Stifel

2015 - 2016 (1 year)

Cabelas

2014 - 2014 (< 1 year)

Stifel

2011 - 2017 (6 years)

Lindenwood University

*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 Bradley Beckmann 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
David Barker
Boston, MA
Richard Borish
Palm Desert, CA
Robert Hellman
Waukesha, WI
Edward Ferguson
Athens, GA
Phil Harris
Wichita Falls, TX
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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