Grant Wiebe
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 yearsExperience
2 statesRegistered 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, IncorporatedJun 2025 to now
- StifelJan 2025 to now
- Monte Vista Farming CompanySep 2024 to Dec 2024
- Blue Diamond GrowersJun 2023 to Sep 2023
- Monte Vista Farming CompanyJun 2022 to Sep 2022
- Spring Creek Golf and Country ClubJun 2021 to Sep 2021
- California Polytechnic State UniversitySep 2020 to Jun 2024
- N/aJan 2014 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8029618
- Firm CRD
- 793