Gregg Douglas Mulder
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
16 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 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
16 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJan 2022 to now
- Raymond James & AssociatesSep 2017 to Dec 2021
- Commonwealth Financial NetworkMar 2017 to Sep 2017
- Envoy, IncNov 2016 to Feb 2017
- Commonwealth Financial NetworkAug 2010 to Nov 2016
- Lakeshore Financial GroupJul 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 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
- 5816619
- Firm CRD
- 793