Jeffrey Brummet
Jeffrey Brummet is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Rolla, MO, with 37 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
1034 South Bishop Avenue, Rolla, MO, 65401
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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
Jeffrey is the secretary of Fairway Shopping Center, rents facilities to Creekside Pet Center, manages a working farm, helps manage Jane's Fireworks, is a director for Rolla Saddle Club, and is the treasurer for Missouri Big Irons. The farm management takes about full-time hours, while the other activities require minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Blinder, Robinson & CO., INC.Broker
State Registrations45 states
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