Mary Ann Margaret Kelly

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

• 08/2017 → 08/2021
  Dunes Surgical Hospital
  Dakota Dunes, SD
• 02/2017 → 08/2017
  Cloverleaf Cold Storage
  Sioux City, IA
• 03/2011 → 11/2016
  Big Beard's Adventure Tours
  Christiansted
• 09/2021 → Present
  Stifel
  Sioux City, IA

Other Businesses

1. Rotary Club of Sioux City; 3116 Floyd Blvd Sioux City, IA 51108; charitable organization doing community projects; member of the board and the service committee; attend board and service committee meetings & service projects; 07/14/2025; 6 hrs/month; During securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2021-10-26

Designations

• Certified Financial Planner

Other Names

• Mary Ann Margaret Wimer