Shawn D Kinney

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 05/2018
  Stifel Nicolaus & Co Inc
  St. Joseph, MI
• 05/2018 → 11/2023
  Edward Jones
  St. Louis, MO
• 11/2023 → 02/2024
  Ameriprise Financial Services, Llc
  Fort Myers, FL
• 02/2024 → Present
  Stifel, Nicolaus & Company, Incorporated
  St. Joseph, MI

Previous Registrations

• 2023-11-03 → 2024-02-22
  Ameriprise Financial Services, Llc
  Fort Myers, FL
• 2018-05-30 → 2023-11-08
  Edward Jones
  St James City, FL
• 2013-06-07 → 2018-05-31
  Stifel, Nicolaus & Company, Incorporated
  St. Joseph, MI
  St. Joseph, MI
• 2006-08-04 → 2013-06-17
  Wells Fargo Advisors Financial Network, Llc
  St. Joseph, MI
• 2006-07-27 → 2006-08-21
  A. G. Edwards & Sons, Inc.
  St. Joseph, MI
  Saint Joseph, MI

Exams

• S66 Uniform Combined State Law Examination
  2004-07-27
• S63 Uniform Securities Agent State Law Examination
  2001-04-17

Designations

• Certified Financial Planner

Other Names

• Shawn David Kinney