Dana
Radavich

Stifel Independent Advisors, LLC

CRD#2781573
Investment Advisor
in Middleton, WI

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About this Advisor

Dana Radavich is a financial advisor operating in Middleton, Wisconsin, who has been in the industry for 13 years. Radavich is on the advisory team at Stifel Independent Advisors, LLC. They have worked at Stifel Independent Advisors, Llc for all of their career. Radavich holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Stifel Independent Advisors, LLC is a financial advisory business that has its headquarters in Middleton, Wisconsin. It has offices in 72 locations and a total of 110 advisors. It handles $2 billion in assets under management among its 3,771 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 3,771 accounts, 23% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely depend on the type of services. Fees billed by Stifel Independent Advisors, LLC likely include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

Middleton, WI

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$1,560,825,363

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

110

WI Average: 458
Total Number of Accounts

3,771

WI Average: 33,415
Average Account Size

$413,902

WI Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dana Radavich Work History

Dana has 13 years of experience.

2009 - Present (13 years)

Century Securities

Disclosures

Dana Radavich has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel Independent Advisors, LLC

Mary Steele
Landrum, SC
Shelley Strobel-Erhardt
Saint Louis, MO
Scott Latshaw
Saint Louis, MO
Jonathan Daniels
O Fallon, IL
Shelby Terrill
Hannibal, MO
Matthew Wischmeier
O Fallon, IL
Michael Sirianni
Saint Louis, MO
Timothy Boostrom
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 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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