Mary Ellen Warner

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

• 04/2023 → Present
  Stifel, Nicolaus & Co
  Southfield, MI
• 09/2022 → 08/2023
  Sprout House Natural Foods Market
  Grosse Pointe Park, MI
• 02/2014 → 09/2022
  Unemployed
  Walnut Creek, CA

Previous Registrations

• 2005-01-10 → 2014-02-05
  Destination Wealth Management
  Walnut Creek, CA
• 2001-10-12 → 2005-01-04
  Wells Fargo Investments, Llc
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-26
• S66 Uniform Combined State Law Examination
  1999-03-08

Designations

• Certified Financial Planner

Other Names

• Mary Ellen Warner