Teri Wilson
Teri Wilson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Omaha, NE, with 40 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
13030 Pierce Street, Suite 201, Omaha, NE, 68144
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2009Customer Dispute
September 2007Customer Dispute
August 1997Other Business Activities
Teri serves on the US Senator Charles Grassley Advisory Council, sharing thoughts and perspectives on issues impacting families and communities. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
B.C. Christopher Securities CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.