Allison Balch

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

• 11/2016 → 06/2017
  Dierbergs Market Place
  Chesterfield, MO
• 09/2016 → 11/2016
  Unemployed
  Ballwin, MO
• 01/2016 → 09/2016
  Logic Systems Sound And Lighting
  Valley Park, MO
• 06/2017 → 02/2018
  Scottrade, Inc.
  St. Louis, MO
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  St Louis, MO
• 01/2023 → Present
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2024-07-12
• S63 Uniform Securities Agent State Law Examination
  2017-09-12

Other Names

• Allison Marie Balch