Scott Webb
Scott Webb is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Eau Claire, WI, with 25 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
3704 Oakwood Hills Pkwy, 1st Floor, Eau Claire, WI, 54701
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2020Customer Dispute
June 2009Other Business Activities
Scott is the treasurer for the Eau Claire Memorial Hall of Fame Committee and a managing trustee for U-Fuel Inc, dedicating a few hours per week to the latter. He is also a trustee of a family trust and executor of a family estate.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
State Registrations40 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.