MA
MA

Michael Armon

7 Years of Experience
Coeur D'Alene, ID
Broker

Michael Armon is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Coeur D'Alene, ID, with 7 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

Riverview Tower, 2100 Northwest Blvd Suite 390, Coeur D'Alene, ID, 83814

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a board member at Children's Village, a decision-making role he has held since January 2023. This requires minimal time and is not investment related.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
July 2018 - Present · 7 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2018 - Present · 8 yrs
State Registrations7 states
AKCACOIDMTORWA
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.