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Alexander Anderson

Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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

10 years in the industry.

  1. Stifel, Nicolaus & Company, IncorporatedJun 2025 to now
  2. Northwestern Mutual Wealth Management CompanyAug 2024 to Jun 2025
  3. Northwestern Mutual Investment Services LLCMay 2024 to Jun 2025
  4. Northwestern Mutual Life Insurance CompanyJan 2024 to Jun 2025
  5. Charles SchwabJun 2023 to Aug 2023
  6. TargetDec 2022 to Jan 2023
  7. DoordashMay 2021 to Dec 2022
  8. University of Missouri ColumbiaJun 2020 to May 2024
  9. Costco WholsaleNov 2019 to Jan 2021
  10. Francis Howell Central High SchoolAug 2016 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
7742488
Firm CRD
793
Advisor's SEC record (opens in a new tab)
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