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Elliot Treece

Advisor at STIFEL

Updated today

Location

Paducah, KY 42001

Credentials

Series 66

Industry experience

14 years

About

Elliot Treece is a financial advisor with Stifel in Paducah, KY, holding a Series 66 designation and 13 years of industry experience. Prior to joining Stifel in 2018, he spent six years with Edward Jones. Outside of his advisory role, he owns West Kentucky Tennis, a tennis racquet stringing business. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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

2190 New Holt Road

Paducah, KY 42001

Most active in

Kentucky · Texas

Work history

Stifel Nicolaus & Co Inc

2018 - Present (8 years)

Edward Jones

2012 - 2018 (6 years)

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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Kristin L

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Paducah, KY

Jennings & Associates Financial Advisors, LLC

Kristin Lynch is a financial advisor with Jennings & Associates Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of her advisory role, she writes a monthly column for The Vue Magazine, works as a fitness instructor, and serves as CEO of Keys with Kristin LLC, a life coaching business. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for around 620 clients, primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” for investment decisions and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.

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Miranda W

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Paducah, KY

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Logan B

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Paducah, KY

Jennings & Associates Financial Advisors, LLC

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Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Series 63, Series 65

Paducah, KY

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