Kevyn Schroeder
Kevyn Schroeder is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Frontenac, MO, with 41 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
2021 S. Lindbergh Blvd., 3rd FLOOR, Frontenac, MO, 63131
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Kevyn is involved with several non-profit healthcare organizations. These activities include committee and board membership, fundraising, and conducting board meetings, taking minimal time each month.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Shearson Lehman Hutton INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
E. F. Hutton & Company INCBroker
Thomson Mckinnon Securities INC.Broker
State Registrations25 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.