Kevin Murphy
Kevin Murphy is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Casper, WY, with 44 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
150 S. McKinley Street, Casper, WY, 82601
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
February 2001Other Business Activities
Kevin co-owns MHMM LLC, which owns the building where Stifel is the sole tenant. He manages the property, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Dain Bosworth IncorporatedBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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