Alex Templin
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2026 to now
- Ameritas Advisory Services, LLCMay 2024 to Apr 2026
- Ameritas Investment Company, LLCApr 2024 to Apr 2026
- Premier Planning GroupFeb 2024 to Apr 2026
- Dlak Wealth AdvisorsJan 2024 to Feb 2024
- Wells Fargo Advisors Financial Network, LLCFeb 2023 to Dec 2023
- Wright State UniversityAug 2020 to Dec 2022
- Sinclair Community CollegeAug 2017 to May 2020
- Dorothy Lane MarketAug 2014 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7601960
- Firm CRD
- 793