Randall Minas
Randall Minas is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Crown Point, IN, 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
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
10550 Broadway, Crown Point, IN, 46307
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2020Customer Dispute
July 2007Customer Dispute
July 2004Customer Dispute
January 2003Customer Dispute
Other Business Activities
Randall is involved in several real estate ventures, including FKAT Properties LLC, Pineapple Ventures, and Sanim Properties LLC. He also serves on various boards and committees for Indiana State University and the American Heart Association, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
City Securities Corporation
City Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Eldon-Emmor & CO., INC.Broker
State Registrations30 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.