Thomas Shane Launer

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

• 06/2016 → Present
  Stifel Nicolaus & Co Inc
  St. Marys, PA

Previous Registrations

• 2015-05-27 → 2016-06-24
  Pnc Wealth Management Llc
  St. Marys, PA
  Clarion, PA
  Erie, PA

Other Businesses

1. Pennsylvania Notary Public; 632 Virginia Rd, Saint Marys, PA 15857; Notarize documents as needed; 02/04/2016; 0 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 2. Kane Masonic Lodge; 107 S. Fraley Street, Kane, PA 16735; Service Fraternity; Trustee; Verify accuracy of financial statements from the Treasurer, Direct account opening, fund allocation and withdrawal of funds; 01/01/2019; 1 hour per quarter; not during securities trading hours; not investment-related. 3. St Marys Junior Olympic Wrestling Association; 203 Parkview Rd Saint Marys PA 15857; Non-profit youth wrestling club; Treasurer; Handle and track expenses for the club in conjunction with the club board; 07/01/2024; 10.00/quarter; Not During Securities Trading Hours; Not Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-27

Other Names

• Ts Launer
• Thomas Launer