Idaho Falls, 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

Snake River Landing, 900 Pier View Drive, Suite 102

Idaho Falls ID 83402

Advisors at this office

8

Advisors at this office

user avatar

Emma H

Series 63, Series 66

Idaho Falls, ID

STIFEL

Emma Hulse is a financial advisor with Stifel in Idaho Falls, Idaho, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at D.A. Davidson & Co. for 13 years before joining Stifel Nicolaus & Co. Inc., where she has been since 2021. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, 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 that support client decision-making.

General retirement planning Income planning
user avatar

Gregory G

Series 63, Series 65

Idaho Falls, ID

STIFEL

Gregory Galloway is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. He is based in Idaho Falls, ID. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Brent W

Series 63, Series 65

Idaho Falls, ID

STIFEL

Brent Woolstenhulme is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as treasurer for the Island Park Village Homeowners Association, where he reviews and discusses financial data prepared by outside accountants. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s approach incorporates proprietary investment analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
user avatar

Jerry H

Series 63, Series 65

Idaho Falls, ID

STIFEL

Jerry Hong is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at D.A. Davidson & Co. for 13 years before joining Stifel Nicolaus & Co. Inc. in 2021. Hong serves on the board of Title Financial Corporation, a company providing title and escrow services. 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 uses proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Michael B

Series 63, Series 65

Idaho Falls, ID

STIFEL

Michael Bas is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he serves as Treasurer and Board member for the Tenton Springs Cabin Homeowners Association in Victor, Idaho. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
user avatar

Brandt B

Series 66

Idaho Falls, ID

STIFEL

Brandt Burton is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2020. Prior to that, he was employed in the mortgage industry with City Wide Home Loans and SecurityNational Mortgage from 2015 to 2019. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and utilizes forward-looking capital market assumptions to assist in asset allocation and retirement planning.

General retirement planning Income planning
user avatar

Clint D

Series 66

Idaho Falls, ID

STIFEL

Clint Day is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2026, he worked in various roles at Rigby Produce, Fusionware, Reader Paint, L&M Companies, and Volm Companies. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing 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

Brady B

Series 66

Idaho Falls, ID

STIFEL

Brady Burton is a financial advisor at Stifel with 26 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2009. 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 relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses as tools for client decisions.

General retirement planning Income planning
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