Nathaniel Patrick Kane

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

• 02/2021 → Present
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
• 08/2019 → 02/2021
  Stifel
  St. Louis, MO
• 05/2019 → 08/2019
  Stifel
  St. Louis, MO
• 08/2018 → 05/2019
  University Of Missouri - Columbia
  Columbia, MO
• 06/2018 → 08/2018
  Stifel
  St. Louis, MO
• 08/2017 → 05/2018
  University Of Missouri - Columbia
  Columbia, MO
• 05/2017 → 08/2017
  State Farm
  St. Peters, MO
• 08/2015 → 05/2017
  University Of Missouri - Columbia
  Columbia, MO
• 05/2024 → 10/2024
  Stifel Independent Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2024-05-16 → 2024-10-03
  Stifel Independent Advisors, Llc
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2022-10-31

Designations

• Certified Financial Planner

Other Names

• Nate Kane
• Nathaniel Kane