Coeur D'Alene, ID 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

Riverview Tower, 2100 Northwest Blvd Suite 390

Coeur D'Alene ID 83814

Advisors at this office

7

Advisors at this office

user avatar

Kenneth H

Series 63, Series 65

Coeur D'Alene, ID

STIFEL

Kenneth Hanley is a financial advisor with Stifel in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015, with prior roles at D.A. Davidson & Co., Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Wells Fargo Investments. 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, providing asset allocation and planning analyses as a foundation for client decisions.

General retirement planning Income planning
user avatar

Ryan C

Series 66

Coeur D'Alene, ID

STIFEL

Ryan Chapman is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, he has worked at the Coeur d'Alene Resort Golf Course. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning
user avatar

Donald S

Series 63, Series 65

Coeur D'Alene, ID

STIFEL

Donald Scharenberg is a financial advisor with Stifel in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and works with affiliated trust companies and banks to support various financial needs.

General retirement planning Income planning
user avatar

Michael A

CFP®, Series 63, Series 65

Coeur D'Alene, ID

STIFEL

Michael Armon is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a commissioner for both the North Idaho College Dormitory Housing Commission and the Lake City Development Corporation overseeing Coeur d'Alene's urban renewal district. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Michael A

Series 66

Coeur D'Alene, ID

STIFEL

Michael Armon Jr. is a financial advisor at Stifel with 8 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2018. Outside of his advisory role, he serves as a board member for Children's Village in Coeur D'Alene, Idaho. 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 methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Stacy J

Series 63, Series 66

Coeur D'Alene, ID

STIFEL

Stacy Jew is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2013, following positions at Morgan Stanley and Citigroup Global Markets. She is also a notary through the National Notary Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client planning decisions.

General retirement planning Income planning
user avatar

Guy G

Series 63, Series 65

Coeur D'Alene, ID

STIFEL

Guy Gerber is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. 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 relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

General retirement planning Income planning
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