Andrew Ahrens

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

• 07/2021 → 08/2022
  Stifel, Nicolaus & Company, Incorporated
  Grand Rapids, MI
• 06/2014 → 08/2018
  Dave Ahrens State Farm Insurance Agency
  Wyoming, MI
• 06/2017 → 08/2017
  Kentwood Plumbing And Heating
  Grand Rapids, MI
• 01/2018 → 11/2020
  Cornerstone University Food Service
  Grand Rapids, MI
• 05/2019 → 08/2020
  Blythefield Country Club
  Belmont, MI
• 11/2020 → 01/2021
  Unemployed
  Rockford, MI
• 01/2021 → 04/2021
  Northwestern Mutual
  Grand Rapids, MI
• 09/2022 → Present
  Stifel, Nicolaus & Company, Incorporated
  Grand Rapids, MI

Previous Registrations

• 2022-02-08 → 2022-08-22
  Stifel, Nicolaus & Company, Incorporated
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2022-02-07