TrueAdvisor
TrueAdvisor
WB
WB

Willard Bransky

Stifel, Nicolaus & Company, Incorporated
59 Years of Experience
Chicago, IL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Willard Bransky is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Chicago, IL, with 59 years of industry experience. Willard 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

70 West Madison Street, Suite 2500, Chicago, IL, 60602

Get directions

History

Regulatory History (2)
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
October 2009
Settled
Regulatory
August 1977
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Willard is a Member and Manager of Bransky Investments, LLC, a family investment vehicle. He spends minimal time on this activity.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
March 2018 - Present · 8 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
B. C. Ziegler and Company
September 2009 - March 2018 · 8 yrs 6 mos
B. C. Ziegler and CompanyBroker
January 2008 - March 2018 · 10 yrs 2 mos
Wachovia Securities, LLC
October 2007 - January 2008 · 3 mos
Wachovia Securities, LLCBroker
May 1998 - January 2008 · 9 yrs 8 mos
Principal Financial Securities,inc.Broker
September 1994 - May 1998 · 3 yrs 8 mos
Hamilton Investments, INC.Broker
December 1988 - September 1994 · 5 yrs 9 mos
Oberweis Securities, INC.Broker
June 1982 - December 1988 · 6 yrs 6 mos
The Janelle Company, INC.Broker
December 1979 - May 1982 · 2 yrs 5 mos
Eldon-Emmor & CO., INC.Broker
April 1967 - June 1987 · 20 yrs 2 mos
State Registrations24 states
AZCACODCFLGAILINMIMOMSMTNCNJNVNYOHORPATNTXVAWAWI
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.
More Advisors
More financial advisors in Chicago, IL →All financial advisors in Illinois →