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CFP

Gary Durchholz

Stifel, Nicolaus & Company, Incorporated
38 Years of Experience
Springfield, IL
Broker
View SEC Summary
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Gary Durchholz is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Springfield, IL, with 38 years of industry experience. Gary 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.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3201 W White Oaks Drive, Suite 102, Springfield, IL, 62704

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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

Gary is a member of the Williamsville IL Planning Commission, reviewing village development applications. He also owns a 1/6 share of family farm acreage, receiving cash rent as a passive holder.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
February 2016 - Present · 10 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Assist Investment Management Company, INC.Broker
January 2008 - March 2012 · 4 yrs 2 mos
A. G. Edwards & Sons, INC.
January 2001 - January 2008 · 7 yrs
A. G. Edwards & Sons, INC.Broker
July 1989 - January 2008 · 18 yrs 6 mos
Cozad Investment Services, INC.Broker
September 1988 - June 1989 · 9 mos
Waddell & Reed, INC.Broker
January 1984 - April 1984 · 3 mos
State Registrations37 states
ALARAZCACOCTDCFLGAIAIDILINKSMAMDMEMIMNMOMTNCNJNMNVNYOHOKPASCTNTXUTVAWAWIWY
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.
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