Ames, IA Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

515 Grand Avenue

Ames IA 50010

Advisors at this office

5

Advisors at this office

user avatar

Jason Z

Series 66

Ames, IA

STIFEL

Jason Zehr is a Series 66 licensed financial advisor with 21 years of industry experience. He has been with Stifel since 2026 and previously worked at TIAA-CREF for 15 years. Outside of his advisory role, he serves as Vice President of the Congregation and Chair of the Stewardship Board at Trinity Lutheran Church, and he is a member of the church’s Trust Committee overseeing investment policies for its endowment funds. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

Karla S

Series 66

Ames, IA

STIFEL

Karla Sexton is a financial advisor at Stifel with 24 years of industry experience. She has held her position at Stifel since 2009 and holds a Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
user avatar

Derrick H

Series 66

Ames, IA

STIFEL

Derrick Hannah is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Stifel serves a diverse client base 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.

General retirement planning Income planning
user avatar

Daniel D

Series 63, Series 65, Series 66

Ames, IA

STIFEL

Daniel Divine is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as Bailli (president) of the local chapter of La Confrérie de la Chaîne des Rôtisseurs, an international gastronomic society focused on promoting the culinary arts. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Mitchel P

Series 66

Ames, IA

STIFEL

Mitchel Peterson is a Series 66-licensed financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 2009. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analyses and forward-looking capital market assumptions developed by its Investment Strategy Group.

General retirement planning Income planning
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