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Kimberly A Klingener

Stifel, Nicolaus & Company, Incorporated

New York, NY

CRD 8021973

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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 2025-05-22
NJ RA APPROVED 2025-05-20
NY RA APPROVED 2025-05-20
  • TX RA
    APPROVED
    Since 2025-05-22
  • NJ RA
    APPROVED
    Since 2025-05-20
  • NY RA
    APPROVED
    Since 2025-05-20

Branch Locations

1095 Avenue Of The Americas 3Rd & 4Th Floors, New York, NY 10036 • 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 New York NY 12/2024 Present
Zoetis Inc. Parsippany NJ 01/2022 12/2024
Estée Lauder New York NY 06/2023 08/2023
Il Michelangelo Ristorante Boonton NJ 06/2021 08/2021
University Of Richmond Richmond VA 08/2020 05/2024
Mountain Lakes Highschool Mountain Lakes NJ 08/2016 06/2020
  • 12/2024 → Present
    Stifel
    New York, NY
  • 01/2022 → 12/2024
    Zoetis Inc.
    Parsippany, NJ
  • 06/2023 → 08/2023
    Estée Lauder
    New York, NY
  • 06/2021 → 08/2021
    Il Michelangelo Ristorante
    Boonton, NJ
  • 08/2020 → 05/2024
    University Of Richmond
    Richmond, VA
  • 08/2016 → 06/2020
    Mountain Lakes Highschool
    Mountain Lakes, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
  • S66 Uniform Combined State Law Examination
    2025-05-19
Other Names
  • Kimmi A Klingener

View on SEC IAPD

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