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Alex Templin

Stifel, Nicolaus & Company, Incorporated

Blue Ash, OH

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Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-28
  • OH RA
    APPROVED
    Since 2026-04-28

Branch Locations

9999 Carver Road, Blue Ash, OH 45242 • 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
Wells Fargo Advisors Financial Network, Llc Lexington KY 02/2023 12/2023
Dorothy Lane Market Kettering OH 08/2014 02/2023
Wright State University Dayton OH 08/2020 12/2022
Sinclair Community College Dayton OH 08/2017 05/2020
Dlak Wealth Advisors West Chester OH 01/2024 02/2024
Premier Planning Group Cincinnati OH 02/2024 04/2026
Ameritas Investment Company, Llc Lincoln NE 04/2024 04/2026
Ameritas Advisory Services, Llc Lincoln NE 05/2024 04/2026
Stifel, Nicolaus & Company, Incorporated Cincinnati OH 04/2026 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-14
  • S66 Uniform Combined State Law Examination
    2024-05-14
Other Names
  • Alex Michael Templin
  • Alex Michael Templin

View on SEC IAPD

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ON INVESTMENT MANAGEMENT CO · Blue Ash, OH
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STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
THE MATHER GROUP, LLC · Cincinnati, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
THE MATHER GROUP, LLC · Cincinnati, OH
EADVISOR LLC · Cincinnati, OH
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