Brenda Robertson
Brenda Robertson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Great Falls, MT, 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
300 Park Drive South, Great Falls, MT, 59405-1819
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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
Brenda is the treasurer for Farm in the Dell Great Falls, a home for disabled adults. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Davidson Investment Advisors, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
State Registrations18 states
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