James Crenna
James Crenna is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Golden Valley, MN, with 51 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
5500 Wayzata Boulevard, Suite 400, Golden Valley, MN, 55416
Get directionsHistory
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.
Exams
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