Hannah Joy Van newkirk
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
14 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
14 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJun 2022 to now
- Best Financial Accounting & TaxJun 2020 to Jun 2022
- Food Supply IncFeb 2020 to Jun 2020
- UnemployedDec 2019 to Feb 2020
- Food Supply IncJul 2019 to Nov 2019
- Gourmet Kitchen IncMar 2012 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7585704
- Firm CRD
- 793