Joel Cousins
Joel Cousins is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Tulsa, OK, with 50 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
2100 South Utica Avenue, Suite 100, Tulsa, OK, 74114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joel formed Wall Street Building LLC in 2017 to hold title to his commercial office building, deposit rent, and pay bills. This investment-related activity requires minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Rotan Mosle INC.Broker
Prudential-Bache Securities INC.Broker
Reinholdt & Gardner IncorporatedBroker
Bache & CO IncorporatedBroker
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.