Edwin Turnquist
Edwin Turnquist is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Portland, OR, with 35 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
Portland, OR
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Edwin is a general partner managing Turnery Properties, which owns a hotel, dedicating minimal time annually. He also oversees operations for Turnquist Hospitality, a hotel management company, spending a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Securities INC.Broker
Wells Fargo Investments, LLCBroker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Creative Equity Resources, INC.Broker
State Registrations10 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.