Michael Witous
Michael Witous is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in South Bend, IN, with 38 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
Leighton Plaza, 130 South Main Street, Suite 110, South Bend, IN, 46601
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1999Other Business Activities
Michael is a board member at the Studabaker National Museum since June 2020. This activity involves minimal time and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Questar Capital CorporationBroker
Compass Financial Advisors LLC
Mutual Service CorporationBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
G. R. Phelps & CO., INC.Broker
State Registrations8 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.