Madison Ryan Helphinstine
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2023 to now
- Keefe, Bruyette & Woods, IncAug 2022 to now
- Stifel Independent AdvisorsAug 2022 to now
- Stifel FinancialMar 2020 to now
- Miller BuckfireAug 2022 to Aug 2023
- Romano's License ServiceJul 2019 to Feb 2020
- Elite TravelFeb 2018 to May 2019
- Just KidsJan 2018 to May 2018
- Five Star Learning CenterMay 2017 to Aug 2017
- Ray's Banquet CenterFeb 2016 to May 2017
- Southeast Missouri State UniversityAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7235743
- Firm CRD
- 793