Sharon
Nalivka-Hancock

Stifel, Nicolaus & Company, Inc

CRD#1075523
Investment Advisor
in Great Falls, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sharon Nalivka-Hancock is a financial advisor based in Great Falls, Montana, working with Stifel, Nicolaus & Company, Inc. Sharon has previously held positions at Piper Jaffray & Co, UBS Financial Services Inc, and Stifel, Nicolaus & Company, Inc. Sharon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Montana and Texas. Currently, Sharon 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

Series 63, Series 65

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

300 Park Drive South
Great Falls, MT 59405-1819

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

MT Average: 458
Total Number of Accounts

348,524

MT Average: 33,415
Average Account Size

$428,231

MT 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

Sharon Nalivka-Hancock Work History

2009 - Present (16 years)

Stifel, Nicolaus & Company, Inc

2006 - Present (19 years)

Ubs Financial Services Inc

2005 - Present (20 years)

Piper Jaffray & Co

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sharon Nalivka-Hancock 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
Gregory Wallace
Longview, TX
Jennifer Cockman
Greensboro, NC
Katherine Brummet
Rolla, MO
Frank Bellar
Cookeville, TN
Jessica Daniel
Edwardsville, IL
Bryan Sachan
Saint Louis, MO
Paul Laurell
Harwich, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started