Bonita Anne Prewett Straub

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

• 04/2004 → 02/2017
  City Securities Corporation
  Muncie, IN
• 02/2017 → Present
  Stifel, Nicolaus & Company, Incorporated
  Muncie, IN

Previous Registrations

• 2004-04-14 → 2017-02-28
  City Securities Corporation
  Muncie, IN
  Muncie, IN
  Indianapolis, IN
• 2002-07-30 → 2004-04-15
  Natcity Investments, Inc.
  Muncie, IN

Other Businesses

1. Indiana Notary Association; 200 W. Washington St., Room 201 Indianapolis IN 46204; Notary Association; Notary; affiliation started 12/28/2016; 1.0 hour per day; not during securities trading hours; not investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-05
• S63 Uniform Securities Agent State Law Examination
  1985-10-15

Other Names

• Bonita Ann Prewett Straub
• Bonnie Straub