BK
BK

Buck Kipper

19 Years of Experience
Rhinelander, WI
1 DisclosureBroker

Buck Kipper is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Rhinelander, WI, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

10 East Courtney Street, Rhinelander, WI, 54501

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History

Regulatory History (1)
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Regulatory
March 2010
Final
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
February 2020 - Present · 6 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Packerland Brokerage Services, INC.Broker
January 2015 - November 2019 · 4 yrs 10 mos
Abacus Investments, INC.Broker
July 2011 - January 2015 · 3 yrs 6 mos
J.W. Cole Financial, INC.Broker
January 2009 - July 2011 · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
June 2006 - January 2009 · 2 yrs 7 mos
State Registrations39 states
AKALAZCACOCTDCFLGAIAILINKSKYLAMAMDMIMNMOMTNCNDNHNMNVNYOHORPASCSDTNTXUTVAWAWIWY
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.