Golden Valley, MN Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

20

Of 3,340 advisors across 469 offices

Location

5500 Wayzata Boulevard, Suite 400

Golden Valley MN 55416

Advisors at this office

20

Advisors at this office

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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.

General retirement planning Income planning
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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.

General retirement planning Income planning
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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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
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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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
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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.

General retirement planning Income planning
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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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
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