Koy Miles Hoover

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 → Present
  Stifel Nicolaus & Co Inc
  Bozeman, MT
• 10/2017 → 11/2017
  Equilibrium, Llc
  Bozeman, MT

Previous Registrations

• 2017-10-24 → 2017-11-03
  Equilibrium, Llc
  Bozeman, MT
• 2002-06-10 → 2009-05-28
  Citigroup Global Markets Inc.
  Big Sky, MT
• 1999-07-08 → 2002-06-06
  Waddell & Reed
  Bozeman, MT

Other Businesses

1. Guest House Rental; 805 Beaver Creek Rd Gallatin Gateway MT 59730; 10.00 Hour(s) Per Year; not during securities trading hours; Investment-Related 2. Construction, renovation and rental of residential and commercial property (ies); owner; constructing, purchasing, renovating and rental of property; 09/21/2016; 10.00 Hour(s) Per Week; not during securities trading hours; Not Investment-Related 3. MCEE- Montana Council on Economic Education; 409, Linfield Hall, MSU Bozeman MT 59717; Non-Profit- Supporting Economic Education in Montana Schools; Executive Committee; Help guide and advise on policies; 01/01/2004; 8.00 Hour(s) Per Year; during securities trading hours; Not Investment-Related 4. Ranch; 805 Beaver Creek Rd Gallatin Gateway MT 59730; Ranch Real estate owner; managing member; Manage a ranch property, meet with contractors, perform construction activities, manage the business affairs; 6/13/19; 5 hr/mo; not during securities trading hours; investment related. 5. Beaver Creek Road Association; 78 Meadow Village Dr. Ste E, Big Sky, MT 59716; Local Road Association; Board Member; Serve as Board Member for decision making on rules for private road; 11/02/2020; 4 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 6. PL Kabin LLC; 805 Beaver Creek Rd Gallatin Gateway MT 59730; Member of LLC - pay the bills for the property; 10/23/2023; 1.00hr/month; During securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  1999-06-09

Designations

• Certified Financial Planner