PV
PV

Peter Vanderschaaf

43 Years of Experience
Grand Rapids, MI
Broker

Peter Vanderschaaf is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Grand Rapids, MI, with 43 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

5181 Cascade Road Se, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter owns Spaulding Creek LLC, a commercial office building, and PDJ LLC, a property management company. He also serves on the board of directors of the Dutch Reformed Translation Society and Akademie Fur Reformatorische Theology, and is a contact committee member for Protestant Reformed Churches in America.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
September 2010 - Present · 15 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 1989 - Present · 37 yrs 4 mos
Previous Registrations
Primus Financial Services, INC.Broker
August 1982 - January 1989 · 6 yrs 5 mos
State Registrations22 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.