Dane Lee Fronek
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 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
13 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJan 2022 to now
- UnemployedOct 2021 to Jan 2022
- Cliftonlarsonallen LLPJul 2020 to Oct 2021
- Concordia University WisconsinAug 2018 to May 2020
- Wausau ContainerMay 2018 to Aug 2018
- Concordia University WisconsinAug 2017 to May 2018
- Greenwood Hills Country ClubMay 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7495127
- Firm CRD
- 793