Breanna Rae Malin

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

• 11/2013 → Present
  Stifel Nicolaus & Co Inc
  Lacrosse, WI

Previous Registrations

• 2008-01-01 → 2013-11-12
  Wells Fargo Clearing Services, Llc
  La Crosse, WI

Other Businesses

1. Winona Figure Skating Club; 670 East Front Street, Winona, MN 55987; Club formed to be a member of the US Figure Skating Association; Vice President; Assist the President ; 12/01/2020; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 2. Homer United Methodist Church; 35252 Old Homer Rd, Winona, MN 55987; Church; Staff Parish Relations Committee; Work with lead pastor and church leadership team to discuss development; 11/18/2020; 1 Hour per Month; Not During Securities Trading Hours Not Investment-Related. 3. Homer Methodist Church Memorial Gift Advisory Committee; 36096 Old Homer Ave, Winona, MN 55987; Church; Committee Member; Discuss and make recommendations on how to utilize the gift; 01/09/2022; 2 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 4. n/a - real estate purchase / rental property; 21975 South Street Winona MN 55987; real estate - rental property; landlord; landlord; 10/16/2024; 3 hrs/month; Not during securities trading hours; Investment-Related

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-10-14

Other Names

• Breanna Rae Reynolds