Zachary Vern Hueter
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
7 yearsExperience
2 statesRegistered 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
7 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2021 to now
- Nolan Transportation GroupJan 2022 to Jun 2023
- Sportsman's WarehouseOct 2020 to Sep 2021
- Davenport UniversityMar 2020 to Jan 2022
- Michigan State UniversityJul 2019 to Feb 2020
- Northwood UniversityMay 2018 to Jul 2019
- Davenport UniversityJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7418279
- Firm CRD
- 793