Kristina Jo Rode
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2025 to now
- N/aSep 2025 to Sep 2025
- JPMorgan Chase Bank, National AssociationOct 2022 to Sep 2025
- N/aOct 2022 to Oct 2022
- Elevate Services, Inc.Apr 2021 to Oct 2022
- N/aJan 2020 to Apr 2021
- Sage Law Group LLCAug 2017 to Jan 2020
- N/aMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 8166370
- Firm CRD
- 793