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Bryan Person

Stifel, Nicolaus & Company, Incorporated
32 Years of Experience
Sioux Falls, SD
3 DisclosuresBroker
View SEC Summary
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Bryan Person is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Sioux Falls, SD, with 32 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2401 W. Trevi Place, Suite 101, Sioux Falls, SD, 57108

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2009
Settled
Customer Dispute
April 2004
Denied
Customer Dispute
March 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
July 2020 - Present · 6 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - July 2020 · 12 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2020 · 12 yrs 6 mos
A. G. Edwards & Sons, INC.
January 2007 - January 2008 · 1 yr
A. G. Edwards & Sons, INC.Broker
June 2003 - January 2008 · 4 yrs 7 mos
Edward Jones
December 1996 - June 2003 · 6 yrs 6 mos
Edward JonesBroker
July 1994 - June 2003 · 8 yrs 11 mos
Primevest Financial Services, INC.Broker
March 1994 - April 1994 · 1 mo
State Registrations25 states
ARAZCACOFLGAIAIDINKSMNMOMTNENMNVOHOKORSCSDTXVAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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