Alex Templin

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

• 02/2023 → 12/2023
  Wells Fargo Advisors Financial Network, Llc
  Lexington, KY
• 08/2014 → 02/2023
  Dorothy Lane Market
  Kettering, OH
• 08/2020 → 12/2022
  Wright State University
  Dayton, OH
• 08/2017 → 05/2020
  Sinclair Community College
  Dayton, OH
• 01/2024 → 02/2024
  Dlak Wealth Advisors
  West Chester, OH
• 02/2024 → 04/2026
  Premier Planning Group
  Cincinnati, OH
• 04/2024 → 04/2026
  Ameritas Investment Company, Llc
  Lincoln, NE
• 05/2024 → 04/2026
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 04/2026 → Present
  Stifel, Nicolaus & Company, Incorporated
  Cincinnati, OH

Previous Registrations

• 2024-05-31 → 2026-05-06
  Ameritas Advisory Services, Llc
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-05-14

Other Names

• Alex Michael Templin
• Alex Michael Templin