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Robert K

CFP®, Series 66

Evansville, IN

STIFEL

Robert Kozsan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Company, Inc. since 2015. He also works at Wal-Mart and holds board positions with several local non-profits, including the Student Financial Aid Association and Hope of Evansville. Additionally, he serves as treasurer for the Thomas A. & Sharon K. Ruder Foundation, a private family foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Corey M

Series 63, Series 65

Evansville, IN

STIFEL

Corey Merritt is a financial advisor at Stifel in Evansville, IN, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has previously worked in various roles including at Bilstein Cold Rolled Steel LP and in the car wash industry. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

General retirement planning Income planning
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Thomas R

Series 63, Series 65

Evansville, IN

STIFEL

Thomas Ruder is a financial advisor with Stifel in Evansville, Indiana, holding Series 63 and 65 licenses and bringing 50 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Mr. Ruder serves as president of the Thomas A. & Sharon K. Ruder Foundation, a charitable nonprofit, and sits on the board of directors for St. Joseph Cemetery. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
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Bryan R

CFP®, Series 66

Evansville, IN

STIFEL

Bryan Ruder is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He holds board positions with the Ark Crisis Child Care Center and Hanover College, and is vice president of the Thomas A & Sharon K Ruder Foundation, a private family foundation supporting local charities. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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