Grand Haven, MI Office
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STIFEL
Institution
Firm-wide stats for STIFEL
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
Location
One South Harbor Avenue
Grand Haven MI 49417
Advisors at this office
4
Advisors at this office
Joseph G
Series 66
Grand Haven, MI
STIFEL
Joseph Green is a financial advisor with Stifel, holding a Series 66 designation and 18 years of industry experience. He has worked at Stifel since 2012. Outside of his advisory role, he serves as Secretary of the Board for One South Harbor Members, LLC, a business condo owners group. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to produce asset allocation and retirement planning analyses.
Cheryl W
Series 63, Series 65
Grand Haven, MI
STIFEL
Cheryl Wilczak is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of finance, she engages in photography as a hobby, selling her photos on a limited basis. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Kimberly S
CFP®, Series 63, Series 65
Grand Haven, MI
STIFEL
Kimberly Savoie is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Stifel since 2004. She holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and advisory services alongside fee-based financial planning. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.
Jennifer C
Series 66
Grand Haven, MI
STIFEL
Jennifer Crouse is a Series 66-registered financial advisor at Stifel in Grand Haven, Michigan, with 18 years of industry experience. She has been with Stifel Nicolaus & Company, Inc. since 2007. 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. The firm provides fee-based financial planning and advisory services with a focus on client discretion for implementation.
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