Keith
Thompson

Stifel, Nicolaus & Company, Inc

CRD#2829609
Investment Advisor
in Saint Louis, MO

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About this Advisor

Keith Thompson is an investment advisor whose office is in Saint Louis, Missouri. Currently a registered financial advisor at Stifel, Nicolaus & Company, Inc, they have gathered an impressive 24 years of practice in the financial advisory industry. Thompson maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Thompson is able to operate in California, Missouri and Texas. Thompson has worked their whole career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Saint Louis, Missouri, and operates out of 431 brick-and-mortar locations in the country. As a company, Stifel, Nicolaus & Company, Inc manages $98 billion in assets covering 244,516 client accounts and retains more than 6,153 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 40% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Stifel, Nicolaus & Company, Inc can provide 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 63, Series 65

Years of Experience

24 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

Yes

Office Location

8182 Maryland Ave. 1St Floor
Saint Louis, MO 63105

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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

Keith Thompson Work History

Keith has 24 years of experience.

1996 - Present (25 years)

Stifel, Nicolaus & Company, Inc

Disclosures

Keith Thompson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Christopher Hurst
Roseville, CA
Devon Schmidt
Bellevue, WA
Donald Mcfarland
Ames, IA
Michael Witous
Elkhart, IN
Andrea Attwood
Flint, MI
Omar Latif
Saint Louis, MO
Andrew Foote
New York, NY

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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