Nathaniel Patrick Kane
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
9 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
9 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedFeb 2021 to now
- Stifel Independent Advisors, LLCMay 2024 to Oct 2024
- StifelMay 2019 to Feb 2021
- University of Missouri - ColumbiaAug 2018 to May 2019
- StifelJun 2018 to Aug 2018
- University of Missouri - ColumbiaAug 2017 to May 2018
- State FarmMay 2017 to Aug 2017
- University of Missouri - ColumbiaAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7126266
- Firm CRD
- 793