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Brad Allen Bouse

Advisor at STIFEL — Rolla, MO

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Rolla, MO 65401

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Brad Bouse is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. He holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. Its investment approach uses a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Rolla, MO

1034 South Bishop Avenue

Rolla MO 65401

Advisors at this office

4

Most active in

Missouri · Texas

Work history

27 years of industry experience

Stifel, Nicolaus & Co., Inc.

2001 - Present • 25 years

Rolla, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark R

Series 63, Series 65

Rolla, MO

Wealth Enhancement Advisory Services, LLC

Mark Riefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Wise Wealth, LLC, Bright Portfolios, LLC, Clear Message Management, LLC, Level Paths LLC, and Clear Money Path. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active management guided by quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

Lindsey S

ChFC®, Series 66

Rolla, MO

Edward Jones

Lindsey Shockley is a financial advisor with Edward Jones in Rolla, Missouri, holding ChFC® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in construction administrative work and is a member of an LLC managing housing rentals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive

Gary K

Series 66, Series 63

Rolla, MO

Edward Jones

Gary Klossner is a financial advisor at Edward Jones with 27 years of industry experience, all spent at the firm since 1999. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he is co-owner and driver of a race car team based in Rolla, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Jacob H

Series 66

Saint James, MO

Edward Jones

Jacob Harlan is a financial advisor with Edward Jones in Saint James, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at C M Archer, Cetera, and Maries County Bank. He serves as a board member of the Power of Hope Equestrian Center, participating in monthly meetings and general volunteering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated services supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Matthew W

Series 63, Series 65, Series 66

Rolla, MO

Edward Jones

Matthew Williams is a financial advisor with Edward Jones in Rolla, Missouri, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2015 and concurrently at U.S. Bancorp Investments, Inc. since 2001. Outside his advisory role, Williams serves as president of the Rolla Community Development Corporation, a non-profit overseeing the development of a city industrial park, and he is involved in managing family farming operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, and it operates under a fiduciary standard while offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and securities-based lending.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner
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Teresa C

Series 63, Series 66

Rolla, MO

Edward Jones

Teresa Crowell is a financial advisor at Edward Jones in Rolla, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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