Michael Vanstraaten
Michael Vanstraaten is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Rochester, MN, with 20 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
102 South Broadway, Suite 300, Rochester, MN, 55904-6522
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Michael is the owner of Moseley Properties LLC, managing rental properties, and co-owner of Zumbro Hill LLC, recreational land. He is also a member of SunnySide Ranch LLC, a family farm selling meat directly, dedicating a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations22 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.