Willard Bransky
Willard Bransky is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Chicago, IL, with 58 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
70 West Madison Street, Suite 2500, Chicago, IL, 60602
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Regulatory
August 1977Other 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
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Oberweis Securities, INC.Broker
The Janelle Company, INC.Broker
Eldon-Emmor & CO., INC.Broker
State Registrations24 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.