Christa
Kloss

Stifel, Nicolaus & Company, Inc

CRD#5084712
Investment Advisor
in Saint Louis, MO

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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

Series 66

Years of Experience

14 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

No

Office Location

501 North Broadway
Saint Louis, MO 63102

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

MO Average: 458
Total Number of Accounts

244,516

MO Average: 33,415
Average Account Size

$399,512

MO 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

Christa Kloss Work History

Christa has 14 years of experience.

2006 - Present (15 years)

Stifel

Disclosures

Christa Kloss has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Joellen Wheeler
Los Angeles, CA
Megan Kiziah
Boca Raton, FL
Debra Powell
Indianapolis, IN
Dylan Gray
Denver, CO
Joshua Glenn
Sumter, SC
Steven Anderson
Minneapolis, MN
Blakely Hall
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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