Thomas
Launer

Stifel, Nicolaus & Company, Inc

CRD#6424071
Investment Advisor
in Saint Marys, PA

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About this Advisor

Thomas Launer is a financial advisor who lives in Saint Marys, Pennsylvania. Currently a registered advisor with Stifel, Nicolaus & Company, Inc, Launer has 10 years of professional experience. Launer has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Launer is registered to advise customers in Pennsylvania and Texas. During their career, Launer has held roles at Pnc Bank, Deer Creek Lodge, Glenwood Beer Distributor, Sperry Tents Dc, Central Dakota Lodge, Accu-Grind, Pnc Investments LLC, Pnc Investments and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is based out of Saint Marys, Pennsylvania, and operates out of 431 additional locations in the United States. Overall, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets dispersed across 244,516 accounts and employs more than 6,153 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 40% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc offers 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

357 Brussels Street
Saint Marys, PA 15857

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

PA Average: 458
Total Number of Accounts

244,516

PA Average: 33,415
Average Account Size

$399,512

PA 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

Thomas Launer Work History

Thomas has 10 years of experience.

2016 - Present (6 years)

Stifel Nicolaus & Co Inc

2015 - 2016 (1 year)

Pnc Investments

2015 - 2016 (1 year)

Pnc Bank

2014 - 2015 (1 year)

Pnc Bank

2014 - 2015 (1 year)

Pnc Investments LLC

2013 - 2014 (1 year)

Deer Creek Lodge

2012 - 2013 (1 year)

Glenwood Beer Distributor

2011 - 2012 (1 year)

Sperry Tents Dc

2010 - 2010 (< 1 year)

Central Dakota Lodge

2010 - 2010 (< 1 year)

Accu-Grind

Disclosures

Thomas Launer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Christopher Armour
Southfield, MI
Laura Schaefer
Cincinnati, OH
John Surgant
Saint Louis, MO
Padraig Mcbrien
New York, NY
Joanna Page
Greensboro, NC
Debra Powell
Indianapolis, IN
Joseph Kenyon
Utica, MI

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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

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