Staci Lynn Atwood
Investment adviser representative at Stifel Independent Advisors, LLC
31 yearsExperience
2 statesRegistered in
$5BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Stifel Independent Advisors, LLCMay 2012 to now
- Stifel, Nicolaus & Company, IncorporatedJun 1995 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Stifel Independent Advisors, LLC
$5BAssets managed
7,902Clients
10Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2637843
- Firm CRD
- 28218