Phyllis Kleisle Kenney

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

• 01/2024 → 11/2025
  Retired For Medical Reasons
  Pevely, MO
• 12/2015 → 12/2023
  Stifel
  St. Louis, MO
• 12/2025 → Present
  Stifel
  St. Louis, MO

Previous Registrations

• 2017-12-13 → 2024-01-25
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-12-13
• S65 Uniform Investment Adviser Law Examination
  1999-10-15
• S63 Uniform Securities Agent State Law Examination
  1990-09-04

Other Names

• Phyllis Kathleen Kleisle
• Phyllis Kleisle
• Phyllis Kathleen Kleisle
• Phyllis Kathleen Kenney