Curtis
Finnicum
Stifel, Nicolaus & Company, Inc
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About this Advisor
Curtis Finnicum is a financial advisor based in Great Falls, Montana, working with Stifel, Nicolaus & Company, Inc. Curtis has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Stifel Nicolaus & Co Inc. Curtis has passed the Series 66 regulatory exam and is registered to provide services in Montana and Texas. Currently, Curtis is part of Stifel, Nicolaus & Company, Inc, which operates out of Great Falls, Montana. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
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
Curtis Finnicum Work History
Stifel Nicolaus & Co Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Curtis Finnicum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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