Bruce John Keenan
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$197.5BFirm assets
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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
7 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJan 2019 to now
- Arkansas State UniversityAug 2018 to Dec 2021
- AmazonJul 2018 to Dec 2018
- Wynkoop LLC.Jul 2017 to Jul 2017
- Bucknell UniversityAug 2015 to May 2018
- Lord Fairfax Community CollegeAug 2013 to May 2017
- First Tee LLC.Aug 2012 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7052232
- Firm CRD
- 793