Rex Stanczak
Rex Stanczak is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Ann Arbor, MI, 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
Atrium One, 900 Victors Way, Suite 150, Ann Arbor, MI, 48108
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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
Rex is the head basketball coach at Father Gabriel Richard High School, coaching the varsity team. This activity takes minimal time and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
First of Michigan CorporationBroker
State Registrations31 states
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