Breanna Mccallum
Breanna Mccallum is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Glenwood Springs, CO, with 10 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
2520 S. Grand Ave., Suite 210, Glenwood Springs, CO, 81601
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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
Breanna is involved in several outside business activities, including owning MNS Group LLC, being a board member for The Glenwood Springs Chamber Resort Association, and a member/manager of Delsas Ranch LLC. She also participates in the Parent Advisory Group for Our School Nursery and Preschool, is a board member for the Garfield County Library Foundation, and is the Board Chair for the Glenwood Springs Chamber Resort Association Board.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations41 states
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