James Crenna
James Crenna is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Golden Valley, MN, 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
5500 Wayzata Boulevard, Suite 400, Golden Valley, MN, 55416
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Regulatory History (1)
Customer Dispute
September 1997Other Business Activities
James is a member of the Rotary Club of Plymouth, helping with fundraiser raffles. This affiliation started in 1988 and requires a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations15 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.