Bryan Person
Bryan Person is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Sioux Falls, SD, with 31 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
2401 W. Trevi Place, Suite 101, Sioux Falls, SD, 57108
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2009Customer Dispute
April 2004Customer Dispute
March 2002Other Business Activities
Bryan is an investor in I29 Storage, LLC, a self-storage business, and has no duties related to it. He also co-owns Slapjaw6 LLC with his spouse, planning to erect a building for his son's small engine repair business.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward Jones
Edward JonesBroker
Primevest Financial Services, INC.Broker
State Registrations25 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.