Robert Hellman
Robert Hellman is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Waukesha, WI, with 31 years of industry experience. Robert 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
W233 N2080 Ridgeview Pkw, Suite 202, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
Robert is involved with St. Joseph Church's Finance and Pastoral Councils, dedicating minimal time to each. He also co-owns a rental property with his wife, spending a few hours per week managing it.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
Olde Discount CorporationBroker
State Registrations14 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.
Exams
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