Heidi Koeppel
Heidi Koeppel is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Jacksonville, IL, with 33 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
1170 Wall Street, Jacksonville, IL, 62650
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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
Heidi operates "Vintage Heidi's Treasurers from the Attic," selling antiques through a Facebook group and an antique mall, dedicating a few hours per week. She also owns "Barb's Vintage," where she prices and displays items in an antique mall booth/case, spending minimal time on this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations15 states
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