Garrett Michael Wano
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2025 to now
- StifelFeb 2024 to now
- Township High School District 211Oct 2023 to Feb 2024
- N/aMay 2023 to Oct 2023
- Alpine Food ShopOct 2022 to Jun 2023
- Calamos InvestmentsJun 2022 to Aug 2022
- TukaizOct 2021 to Jun 2022
- Dominican UniversityAug 2019 to May 2023
- South Elgin High SchoolJul 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7533954
- Firm CRD
- 793