Angela Jaeger
Angela Jaeger is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Appleton, WI, with 29 years of industry experience. Angela 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
4321 W. College Ave, Berbee Building, Appleton, WI, 54914
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business Activities
Angela provides notary services since August 2022, spending minimal time on this activity. This activity is investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
Norwest Investment Services, INC.Broker
State Registrations47 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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