Regina K Kolkhorst
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
30 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
30 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2025 to now
- B. Riley Wealth Advisors, Inc.Sep 2022 to Apr 2025
- B.riley Wealth Management, Inc.Jan 2020 to Apr 2025
- Fiduciary Financial Services Wealth ManagementSep 1996 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7252598
- Firm CRD
- 793