Mark Goddard
Mark Goddard is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Clayton, MO, 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
8182 Maryland Ave., 10th Floor, Clayton, MO, 63105
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1994Other Business Activities
Mark is on the Board of Directors for St Louis Elks, Lodge #9, taking minimal time. He also chairs the Broadcast Committee for VP of St Louis, dedicating minimal time to coordinating a parade.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Hibbard Brown & CO., INC.Broker
Sherwood Capital, INC.Broker
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.