Chicago, IL West Madison Street 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

70 West Madison Street, Suite 2500

Chicago IL 60602

Advisors at this office

21

Advisors at this office

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Kevin B

Series 63, Series 65

Chicago, IL

STIFEL

Kevin Byrne is a financial advisor with Stifel in Chicago, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 11 years at Raymond James & Associates. 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 to support asset allocation and financial planning analyses.

General retirement planning Income planning
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William T

Series 63, Series 65

Chicago, IL

STIFEL

William Tienken is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2005. Outside of his advisory role, he serves as a board member and treasurer for the Masonic Family Health Foundation at the Illinois Masonic Medical Center and is involved in local politics as a Republican committeeman in Downers Grove, Illinois. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Jason M

Series 63, Series 65

Chicago, IL

STIFEL

Jason Murphy is a financial advisor with Stifel in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2004. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.

General retirement planning Income planning
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Sam F

Series 66

Chicago, IL

STIFEL

Sam Fix is a financial advisor at Stifel in Chicago, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Stifel, he worked at Renaissance Financial and Enterprise Bank and Trust, and he has additional experience in healthcare and education sectors, including roles at Indiana University and Texas A&M University. He also operated a lawncare business from 2019 to 2020. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group. The firm’s approach includes episodic fee-based financial planning and model-driven allocation guidance intended to inform client decisions.

General retirement planning Income planning
user avatar

Ellen R

Series 63, Series 66

Chicago, IL

STIFEL

Ellen Reed is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Outside of her advisory role, she serves as treasurer for Rural Small Projects Fund, which supports basic necessities in a village in Uganda. Stifel serves a broad 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 methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

General retirement planning Income planning
user avatar

Mark S

CFP®, Series 66

Chicago, IL

STIFEL

Mark Sindowski is a CFP® with 16 years of industry experience. He is currently with Stifel and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Raymond James & Associates, and Waddell & Reed. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing 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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Andrew B

Series 63, Series 65

Chicago, IL

STIFEL

Andrew Bransky is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following an 11-year tenure at B.C. Ziegler and Company. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Peter N

Series 63, Series 65

Chicago, IL

STIFEL

Peter Nazos is a financial advisor at Stifel with 36 years of industry experience, including 29 years with Stifel. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Jessica F

CFP®, Series 66

Chicago, IL

STIFEL

Jessica Fischer is a financial advisor at Stifel with 17 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Stifel Nicolaus & Co. Inc. since 2008. Based in Chicago, IL, she provides advisory services within a firm known for serving a broad client base that includes individuals, institutional clients, and charitable organizations. Stifel offers brokerage and investment advisory services, with an investment approach based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar

Willard B

Series 63, Series 65

Chicago, IL

STIFEL

Willard Bransky is a financial advisor at Stifel with 59 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Stifel since 2018, following an 11-year tenure at B.C. Ziegler and Company. Outside of his advisory role, he manages Bransky Investments, LLC, a family investment vehicle. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that supports asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
user avatar

Bradley W

Series 66

Chicago, IL

STIFEL

Bradley Wehner is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at STIFEL since 2018 and previously spent four years at B.C. Ziegler and Company. Bradley is based in Chicago, IL. 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 relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

General retirement planning Income planning
user avatar

Alfredo S

Series 66

Chicago, IL

STIFEL

Alfredo Serrano is a financial advisor at Stifel with 24 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney from 2012 to 2019. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Timothy S

Series 63, Series 65

Chicago, IL

STIFEL

Timothy Sinal is a financial advisor at Stifel with 35 years of industry experience. He has held his current position since 2009. Outside of his advisory role, he serves as the treasurer for Chiesa Nuova, a religious organization in Chicago. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, and estate planning analyses.

General retirement planning Income planning
user avatar

Kaitlin B

Series 66

Chicago, IL

STIFEL

Kaitlin Byrne is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2022. Prior to her career in finance, she spent two years with the Department of Chemistry at Illinois State University and has experience in the hospitality industry. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology by its Investment Strategy Group for asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Gary J

Series 63, Series 65

Chicago, IL

STIFEL

Gary Jansen is a financial advisor with STIFEL in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He joined STIFEL in 2025 after spending 20 years at B. Riley Wealth Management and three years at B. Riley Wealth Advisors, Inc. STIFEL serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support financial planning and asset allocation decisions.

General retirement planning Income planning
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