Stifel, Nicolaus & Company, Inc
About this Advisor
Christa Kloss is an investment advisor located in Saint Louis, Missouri. Currently a registered advisor with Stifel, Nicolaus & Company, Inc, Kloss has 14 years of work experience. Kloss has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Kloss can operate in Missouri. Kloss has worked their career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Saint Louis, Missouri, and has 431 other offices throughout the nation. In total, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets throughout 244,516 client accounts and retains more than 6,153 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 166,793 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 40% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Stifel, Nicolaus & Company, Inc can offer 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 firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
Christa Kloss Work History
Christa has 14 years of experience.
Christa Kloss has no disclosures.
Please visit their SEC profile for more details.
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