Thomas Brehm
Thomas Brehm is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Southfield, MI, with 36 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
One Northwestern Plaza, 28411 Northwestern Highway, Southfield, MI, 48034
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1993Other Business Activities
Thomas is the treasurer, director, and 25% owner of Central Michigan Inns, a limited service hotel, spending minimal time annually. He is also a member of Meridian Hospitality LLC, a holding company, spending minimal time annually reviewing financials.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations19 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.