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Brandt Burton

Stifel, Nicolaus & Company, Incorporated

Idaho Falls, ID

CRD 7208639

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-02
ID RA APPROVED 2020-05-28
  • TX RA
    APPROVED
    Since 2021-12-02
  • ID RA
    APPROVED
    Since 2020-05-28

Branch Locations

Snake River Landing, 900 Pier View Drive Suite 102, Idaho Falls, ID 83402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Idaho Falls ID 01/2020 Present
City Wide Home Loans Idaho Falls ID 02/2019 12/2019
Securitynational Morgage Idaho Falls ID 08/2015 02/2019
  • 01/2020 → Present
    Stifel
    Idaho Falls, ID
  • 02/2019 → 12/2019
    City Wide Home Loans
    Idaho Falls, ID
  • 08/2015 → 02/2019
    Securitynational Morgage
    Idaho Falls, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-27
  • S66 Uniform Combined State Law Examination
    2020-05-27

View on SEC IAPD

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