John Marcolla
John Marcolla is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Overland Park, KS, 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
40 Corporate Woods Building, 9401 Indian Creek Parkway, Suite 1100, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1999Other Business Activities
John is a director of the Mervyn Jenkins Foundation, a board member at Hedrick Medical Center, and a finance committee member for St. Columbans Parish. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations23 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.