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Adam G
Series 66
Golden Valley, MN
STIFEL
Adam Garen Greenleaf is a Series 66-licensed financial advisor at Stifel with seven years of industry experience. He previously worked at RBC Capital Markets, LLC for seven years and holds roles supporting community organizations, including volunteer and board positions with a synagogue, a ritual bath organization, and the Minnesota Urban Debate League. Stifel serves a diverse client base including individuals, institutional clients, and nonprofits, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
James C
CFP®, Series 63, Series 65
Golden Valley, MN
STIFEL
James Crenna is a CFP® with 50 years of experience in the financial industry and has been with Stifel since 2006. He is based in Golden Valley, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of the Rotary Club of Plymouth, where he participates in fundraising activities. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance.
Richard O
Series 63, Series 65
Golden Valley, MN
STIFEL
Richard Ophoven is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2006 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Bjorn L
Series 66
Golden Valley, MN
STIFEL
Bjorn Leach is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked with Stifel Nicolaus & Co Inc since 2020. Prior to his financial services career, he spent 20 years in education. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Mary J
Series 63, Series 65
Golden Valley, MN
STIFEL
Mary Johnston is a financial advisor at Stifel with 33 years of industry experience. She has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.
Paul A
Series 63, Series 65
Golden Valley, MN
STIFEL
Paul Antonenko is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services. Outside of his advisory role, he is actively involved in youth hockey as a coach, referee, and regional scout. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.
David R
Series 63, Series 65
Golden Valley, MN
STIFEL
David Rode is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2006. He holds the Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment analysis and allocation guidance are based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.
John T
Series 63, Series 65
Golden Valley, MN
STIFEL
John Tillotson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a board member for the St. Paul Friend of Youth Foundation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.
Thomas L
CFP®, Series 63, Series 65
Golden Valley, MN
STIFEL
Thomas Lee is a CFP® with 42 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2015. He is based in Golden Valley, MN, and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
David B
CFP®, Series 63, Series 65
Golden Valley, MN
STIFEL
David Born is a Certified Financial Planner (CFP®) with 41 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Co., Inc. since 2001. He holds Series 63 and Series 65 licenses and is based in Golden Valley, Minnesota. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses intended to inform client decisions.
Kristina R
Series 66
Golden Valley, MN
STIFEL
Kristina Rode is a financial advisor at Stifel with a Series 66 credential and has one year of industry experience. Prior to joining Stifel, she worked at JPMorgan Chase Bank, National Association, and has experience in the legal sector with Sage Law Group LLC. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Joseph B
Series 63, Series 65
Golden Valley, MN
STIFEL
Joseph Buska is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director at Nu Shoe Inc., where he advises the CEO on business strategy. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Ryan H
Series 66
Golden Valley, MN
STIFEL
Ryan Hoogenakker is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and Equitable Advisors. Outside of his advisory work, he is involved with the Excelsior - Lake Minnetonka Chamber of Commerce as a member of the Board of Directors and previously operated a lawn care business. 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 approach developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Kaleb D
Series 66
Golden Valley, MN
STIFEL
Kaleb Danner is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors LLC, Coborns Liquor, and Remanco Hydraulics Inc., along with academic advising at the University of North Dakota. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.
Christopher K
CFP®, Series 63, Series 65
Golden Valley, MN
STIFEL
Christopher Kern is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2024. He has previously worked at Bank of America, Merrill, and Buckingham Research Group. Kern is also co-president of the Marquette Club of Minnesota, where he helps coordinate alumni networking events in the Twin Cities. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Steven A
Series 63, Series 65
Golden Valley, MN
STIFEL
Steven Anderson is a financial advisor with Stifel in Golden Valley, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a poll worker and election judge for the City of Minneapolis. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Jon M
Series 63, Series 65
Golden Valley, MN
STIFEL
Jon Marley is a financial advisor at Stifel with 28 years of industry experience, including 20 years at Stifel. He holds the Series 63 and Series 65 designations. Outside of his advisory role, Marley is the owner of Marley Properties LLC, a real estate management business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a foundation for client decisions.
Kari L
Series 63
Golden Valley, MN
STIFEL
Kari Leuthner is a Series 63 licensed financial advisor with Stifel in Golden Valley, MN, and has 34 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, she is also a notary. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.
Dean T
Series 63, Series 65
Golden Valley, MN
STIFEL
Dean Thompson is a financial advisor with Stifel in Golden Valley, MN, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Stifel since 2007. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm provides brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses while clients retain discretion over implementation.
Adam J
Series 66
Golden Valley, MN
STIFEL
Adam Jaehnke is a financial advisor at Stifel with five years of industry experience. He has held his current role since 2020 and previously worked at Radisson Hospitality, Inc. from 2012 to 2020. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.
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