Robert William Beckmann

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

• 12/2007 → Present
  Stifel, Nicolaus & Company, Incorporated
  Chesterfield, MO

Previous Registrations

• 1998-11-18 → 2004-01-14
  Ubs Financial Services Inc.
  Chesterfield, MO

Other Businesses

1. 4-Iron Enterprises LLC; 32371 Archer Ln, LaPlata, MO 63549; 59 acres of farmland in the USDA Conservation Reserve; Owner; Farm Management; 01/01/2004; 4 Hours per Quarter; Not during securities trading hours; Investment-Related. 2. Niblic, LLC; 2138 Riding Trail Chesterfield MO 63005; farming; Managing Partner; oversee farming operation; 11/1/2017; 4.0 hours per month; not during securities trading hours; Not Investment-Related 3. Dormie, LLC; 2138 Riding Trail Chesterfield MO 63005; Small farming operation; Managing partner; broad over view; 11/1/2017; 4.0 hours per month; not during securities trading hours; Not Investment-Related 4. Nubability Athletics Foundation; 221 E Main St., Du Quoin, IL 62832; 501(3)C organization that organizes and promotes sports camps for limb different children; Board Member; Board Member Duties; 04/10/2018; 3 hours per quarter; not during securities trading hours; not investment-related. 5. Nubability Athletics; 8400 Hidden Oaks Ln. Tamaroa, IL 62888; 501-3c A charitable organization helping limb different children; member of the investment committee; participate in discussions regarding the management of the endowment fund; 09/06/2022; 4 Hours per Month; Not During Securities Trading Hours; Not Investment-Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-16
• S63 Uniform Securities Agent State Law Examination
  1987-06-26

Designations

• Chartered Financial Analyst

Other Names

• Bob Beckmann
• Robert William Beckman