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Paul Drueke

49 Years of Experience
Grand Rapids, MI
1 DisclosureBroker

Paul Drueke is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Grand Rapids, MI, with 49 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

5181 Cascade Road Se, Grand Rapids, MI, 49546

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2026
Pending
Other Business Activities

Paul is a partner in Spaulding Creek LLC, a commercial office building, spending minimal time handling the checking account. He is also a board member/director of Potter's House Foundation, a Christian school, and a donor advisor for the American Endowment Foundation, a charitable foundation.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
September 2010 - Present · 15 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 1989 - Present · 37 yrs 6 mos
Previous Registrations
Primus Financial Services, INC.Broker
May 1988 - January 1989 · 8 mos
Buys-Macgregor, Macnaughton- Greenawalt & CO.Broker
November 1976 - November 1987 · 11 yrs
Buys, Mac Gregor and CompanyBroker
November 1975 - November 1976 · 1 yr
State Registrations34 states
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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.
Paul Drueke - Financial Advisor | TrueAdvisor