Brett Needham Holland

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

• 07/2007 → Present
  Stifel, Nicolaus & Company, Incorporated
  Camp Hill, PA

Previous Registrations

• 2005-10-31 → 2007-07-10
  Ryan Beck & Co.
  Camp Hill, PA
  Camp Hill, PA

Other Businesses

1. LEBANON RESCUE MISSION; 439 SOUTH 6TH STREET LEBANON PA 17042; RESCUE MISSION FOR HOMELESS & POOR; BOARD MEMBER; ORGANIZATION & VISION PLANNING; AFFILIATION STARTED 12/01/2014; 1 HOUR PER MONTH; DURING SECURITIES TRADING HOURS. 2. Lebanon Valley Bible Church; 1482 Horseshoe Pike Lebanon, PA 17042; church; board member; oversight/direction of the church; 01/01/2026; 6hrs/mth; Not during securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2000-06-21

Designations

• Certified Financial Planner