Colten Kordell Joseph
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$197.5BFirm assets
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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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2024 to now
- Stifel FinancialJan 2024 to now
- University of KansasAug 2023 to Dec 2023
- Tradebot SystemsJun 2023 to Jul 2023
- Stifel FinancialMay 2023 to Jun 2023
- University of KansasAug 2022 to May 2023
- Stifel FinancialMay 2022 to Aug 2022
- University of KansasAug 2020 to May 2022
- Central High SchoolAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7567760
- Firm CRD
- 793