Michael
Toutant

Stifel, Nicolaus & Company, Inc

CRD#4686959
Investment Advisor
in Eau Claire, WI

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About this Advisor

Michael Toutant is a certified financial planner working in Eau Claire, Wisconsin with a total of 14 years of relevant experience. Toutant is an advisor for Stifel, Nicolaus & Company, Inc. Throughout their career, Toutant has worked at Ubs Financial Services Inc, Stifel, Nicolaus & Company, Inc and Piper Jaffray & Co. Toutant maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Wisconsin. Stifel, Nicolaus & Company, Inc is an advisory company based out of Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 financial advisors. It administers $133 billion in assets under management among its 334,814 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 accounts, 24% are held by high-net-worth investors who have at least $1 million in investable assets. The firm has a number of services, such as 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. Fees charged by financial advisors typically vary depending on the services provided. However, fee types charged by Stifel, Nicolaus & Company, Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 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

Office Location

3704 Oakwood Hills Pkwy 1St Floor
Eau Claire, WI 54701

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

WI Average: 458
Total Number of Accounts

334,814

WI Average: 33,415
Average Account Size

$395,894

WI 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

Michael Toutant Work History

Michael has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Stifel, Nicolaus & Company, Inc

2006 - Present (18 years)

Ubs Financial Services Inc

2005 - Present (19 years)

Piper Jaffray & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Toutant 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
Rodney Naylor
Glenwood Springs, CO
Mark Schreder
Baltimore, MD
Ryan Holzwarth
Flint, MI
Robert Lipinski
Chicago, IL
Alan Beatty
Jefferson City, MO
Patrick Dammert
Covington, KY
William Oehmig
Chattanooga, TN

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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