Kaleb Danner
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.
- Stifel, Nicolaus & Company, IncorporatedJan 2026 to now
- StifelJan 2026 to now
- Equitable Advisors LLCJul 2024 to Sep 2025
- Coborns LiquorJul 2023 to Jan 2024
- Remanco Hydraulics IncMay 2022 to Aug 2022
- University of North Dakota Office of Academic AdvisingNov 2021 to May 2024
- University of North DakotaAug 2020 to May 2024
- DoordashJun 2020 to Dec 2025
- UnemployedJun 2020 to May 2022
- Anoka High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7951453
- Firm CRD
- 793