Adam Gewiss

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

• 06/2014 → Present
  Stifel Nicolaus
  Eau Claire, WI
• 03/2014 → 06/2018
  Wisconsin Interscholastic Athletic Association
  Stevens Point, WI

Other Businesses

1. Altoona Public Library; 1303 Lynn Ave Altoona WI 54720; Public Library; Member of Strategic Planning Commission; Work on committee for long-term planning for the library; 05/28/2025; 25 hrs/year; During security trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2014-12-23

Designations

• Certified Financial Planner