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Cole Hanenburg

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.

  1. Stifel, Nicolaus & Company, IncorporatedSep 2025 to now
  2. UnemployedJun 2025 to Sep 2025
  3. Keurig Dr. PepperNov 2024 to May 2025
  4. The Hershey CompanyOct 2018 to Oct 2024
  5. Bank of America Merrill LynchNov 2016 to Oct 2018
  6. Bank of AmericaMay 2015 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
8166388
Firm CRD
793
Advisor's SEC record (opens in a new tab)
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