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Jeffrey Gordon Lenz

Stifel, Nicolaus & Company, Incorporated

Green Bay, WI

CRD 2847528

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-24
WI RA APPROVED 2006-01-19
  • TX RA
    APPROVED_RES
    Since 2019-01-24
  • WI RA
    APPROVED
    Since 2006-01-19

Branch Locations

200 S. Washington Street River Walk Plaza, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Nicolaus & Co Inc Green Bay WI 01/2006 Present
  • 01/2006 → Present
    Stifel Nicolaus & Co Inc
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-19
S63 Uniform Securities Agent State Law Examination 1997-03-21
  • S65 Uniform Investment Adviser Law Examination
    2006-10-19
  • S63 Uniform Securities Agent State Law Examination
    1997-03-21
Other Names
  • Jeffrey Gordon Lenz

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MELOTTE FINANCIAL ADVISORS
ONELEGACY ADVISORS, LLC

Nearby Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI

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