Steven Disser
Steven Disser is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Port Huron, MI, 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
1430 Military Street, Suite #2, Port Huron, MI, 48060
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Steven is involved with several community organizations, including the St Clair County Community Foundation, Moore Public Library, United Way of St Clair County, and Lexington Arts Council. These activities involve volunteering and strategic planning, taking up a few hours per week in total.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations29 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.