Bradford Lee Beukelman

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

• 10/2009 → Present
  Stifel, Nicolaus & Company, Incorporated
  Storm Lake, IA

Previous Registrations

• 2006-08-12 → 2009-10-16
  Ubs Financial Services Inc.
  Weehawken, NJ
  Storm Lake, IA
• 1999-05-06 → 2006-08-12
  Piper Sandler & Co.
  Storm Lake, IA
  Minneapolis, MN

Other Businesses

1. Notary Public; 304 E 5th St Storm Lake IA 50588; Notary Public; 05/08/2009; 1 hr/year; During securities trading hours; Not Investment-Related 2. Legal Name: Condo Ownership; Owner; affiliation started 02/20/2017; 0.00 hours per day; not during securities trading hours; not investment-related. 3. Rental Home; Storm Lake, IA; Owner - rental home for daughter; 07/13/2018; .00 hours per day; not during securities trading hours; Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2001-11-30
• S63 Uniform Securities Agent State Law Examination
  1980-10-18