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Abigail Kanning

Stifel, Nicolaus & Company, Incorporated

Billings, MT

CRD 6704170

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-05-17
TX RA APPROVED 2023-05-16
  • MT RA
    APPROVED
    Since 2023-05-17
  • TX RA
    APPROVED
    Since 2023-05-16

Branch Locations

401 North 31St Street Suite 1610, Billings, MT 59101 • 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
D.A. Davidson & Co. Billings MT 06/2018 09/2021
Resource Financial Planning, Inc. Portland OR 09/2016 06/2018
Stifel Nicolaus & Co Inc Billings MT 09/2021 Present
  • 06/2018 → 09/2021
    D.A. Davidson & Co.
    Billings, MT
  • 09/2016 → 06/2018
    Resource Financial Planning, Inc.
    Portland, OR
  • 09/2021 → Present
    Stifel Nicolaus & Co Inc
    Billings, MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-15
  • S66 Uniform Combined State Law Examination
    2023-05-15
Other Names
  • Abby Ann Atkins
  • Abigail Ann Atkins
  • Abigail Atkins

View on SEC IAPD

Nearby Firms

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U.S. BANCORP ADVISORS, LLC
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Nearby Investors

ROBERT CHARLES BECK
BRIAN STEPHEN LETHERT
Matthew Innecken Stroud

Nearby Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
INVESTMENT MANAGEMENT GROUP · BILLINGS, MT

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