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.
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.
5181 Cascade Road Se, Grand Rapids, MI, 49546
Get directionsPaul 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.
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