Deborah Phillips Lauer

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Saint Louis, MO
• 11/2016 → 04/2024
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 10/2025 → Present
  Stifel
  Saint Louis, MO
• 08/2025 → 10/2025
  First Mid Bank And Trust
  Creve Coeur, MO
• 04/2024 → 08/2025
  Unemployed
  Saint Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-22
• S63 Uniform Securities Agent State Law Examination
  2004-11-11

Designations

• Certified Financial Planner

Other Names

• Deborah Lynn Phillips
• Deborah Phillips Lauer
• Deborah Phillips Lauer
• Deborah Lauer