Breanna L Mccallum

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

• 10/2015 → Present
  Stifel Nicolaus & Co Inc
  Glenwood Springs, CO

Other Businesses

1. MNS Group LLC; 2520 South Grand Ave #210 Glenwood Springs CO 81601; to hold and manage certain commercial real property within the building 2520 South Grand Ave, Glenwood Springs, CO; Owner; affiliation started 04/01/2016; 10.0 hours per year; not during securities trading hours; not investment-related. 2. The Glenwood Springs Chamber Resort Association; 802 Grand Ave, Glenwood Springs, CO 81601; Business Chamber; Board Member; Attend one monthly meeting, vote on agenda items, attend business events; 02/12/2020; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 3. Delsas Ranch LLC; 3173 134 CR, Glenwood Springs, CO 81601; Leasing land for livestock grazing, leasing trailer for use, and leasing horses; Member/manager; Attend annual meeting; 02/01/2021; 10 Hours per Year; Not During Securities Trading Hours; Investment-Related. 4. Our School Nursery and Preschool; 3126 Grand Ave Glenwood Springs CO 81601; childcare; Parent Advisory Group; giving feedback to the board and staff on care at the preschool; 07/15/2024; 1.00hr/month; Not During Securities Trading Hours; Not Investment-Related. 5. Garfield County Library Foundation; 207 east ave rifle CO 81650; supports library district; board member; approve and deny scholarships to the library district; 10/30/2024; 4.00hrs/year; Not During Securities Trading Hours; Not Investment-Related. 6. Glenwood Springs Chamber Resort Association Board; 802 Grand Ave Glenwood Springs CO 81601; chamber- business representation, education resources for businesses; Board Chair; monthly board meetings, review financials, review and approve chamber initiatives; 01/27/2025; 2 hrs/month; not during security trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2015-12-18

Designations

• Certified Financial Planner

Other Names

• Breanna Richardson
• Breanna Lee Richardson