Randy Bettich
Randy Bettich is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in St. Joseph, MI, with 39 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
4097 Hollywood Road, St. Joseph, MI, 49085
Get directionsHistory
Regulatory History (2)
Criminal
December 1989Criminal
December 1980Other Business Activities
Randy is involved with several non-profit organizations, including the LMC Foundation, the Humane Society of Southwestern Michigan, and the Rotary Club of St. Joseph-Benton Harbor. He also chairs the Investment & Finance Committee for the Lake Michigan College Foundation.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations18 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.