Bourbonnais, IL Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

7

Of 3,340 advisors across 469 offices

Location

875 Main Street NW

Bourbonnais IL 60914

Advisors at this office

7

Advisors at this office

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Ronald O

CFP®, Series 63, Series 65

Bourbonnais, IL

STIFEL

Ronald Ouwenga is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Michael B

Series 63, Series 65

Bourbonnais, IL

STIFEL

Michael Bruner is a financial advisor at Stifel with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously was with Morgan Stanley Private Bank for three years. Outside of his advisory role, Bruner serves as a municipal trustee in Herscher, Illinois, manages a low-income housing property as president of Herscher Townhouses Inc., and holds leadership roles at Trinity Lutheran Church and the Herscher Foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Brian T

Series 63, Series 65

Bourbonnais, IL

STIFEL

Brian Thomas is a financial advisor at Stifel with 36 years of industry experience. He has previously worked at Morgan Stanley Private Bank and has held his current position since 2018. Thomas serves as a board member of The 100 Club of Kankakee County, a nonprofit supporting dependents of firefighters and police officers killed in the line of duty. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

Zachary B

CFP®, Series 63, Series 66

Bourbonnais, IL

STIFEL

Zachary Birkey is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Morgan Stanley Private Bank from 2015 to 2018. Outside of his advisory role, Birkey serves as treasurer for the Phi Delta Lambda scholarship fund at Olivet Nazarene University and is a board member of Parkview Christian Church. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Krystal T

Series 66

Bourbonnais, IL

STIFEL

Krystal Tambling is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2018. Her current tenure at Stifel began in 2018. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm offers 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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Jeff S

Series 66

Bourbonnais, IL

STIFEL

Jeff Schimmelpfennig is a financial advisor with Stifel who holds a Series 66 designation and has 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent three years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Schimmelpfennig serves as Commissioner for the Chicagoland Collegiate Athletic Conference. Stifel serves a broad range of clients including individuals, institutional clients, 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 financial planning.

General retirement planning Income planning
user avatar

Joseph S

CFP®, Series 63, Series 65

Bourbonnais, IL

STIFEL

Joseph Sikma is a CFP® professional with three years of experience in financial advising, currently with Stifel since 2022. Before joining Stifel, he worked at PrairieView Wealth Partners and has held roles in both community education and manufacturing. Outside of his advising role, he serves on finance committees for local organizations including a church and a YMCA, and also proctors college admissions exams at a community college. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, providing brokerage and advisory services along with financial planning supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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