Robert Landrum
Robert Landrum is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Lake Ozark, MO, with 42 years of industry experience. Robert 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
2820 Bagnell Dam Blvd, Suite A2, Lake Ozark, MO, 65049
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1987Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Kemper Securities Group, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Prudential-Bache Securities INC.Broker
Van Kampen Merritt INC.Broker
State Registrations18 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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