Lawrence, KS 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

4910 Corporate Centre Drive, Suite 104

Lawrence KS 66047

Advisors at this office

8

Advisors at this office

user avatar

Rodney M

PFS™, Series 63, Series 65

Lawrence, KS

STIFEL

Rodney Miller is a financial advisor at Stifel with 37 years of industry experience and holds the PFS™, Series 63, and Series 65 designations. He has been with Stifel since 2009. Outside of his advisory work, he serves on several local boards, including the Topeka Metropolitan Transit Authority and the Topeka Shawnee County Library Foundation, and is involved with a family-run home construction business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and nonprofit entities. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Ryan L

CFP®, Series 66

Lawrence, KS

STIFEL

Ryan Lohmeyer is a CFP® professional with 14 years of industry experience. He has been with Stifel since 2015, based in Lawrence, Kansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Dale B

Series 66

Lawrence, KS

STIFEL

Dale Bourne is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Piper Jaffray & Co. He serves as a board member of the Senior Resource Center of Douglas County, a nonprofit organization focused on benefiting older adults. Stifel serves a broad range of clients including individuals, institutions, 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

Jerald S

Series 63, Series 65

Lawrence, KS

STIFEL

Jerald Samp is a financial advisor at Stifel with 28 years of industry experience and holds Series 63 and Series 65 credentials. He has been with Stifel since 2009. 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 is based 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
user avatar

Kristen S

Series 66

Lawrence, KS

STIFEL

Kristen Samp is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to her career in finance, she worked at Lawrence Country Club for nine years and currently works as a golf professional providing golf instruction. 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 utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Thomas L

Series 63, Series 66

Lawrence, KS

STIFEL

Thomas Lohmeyer is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services rooted in a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended to support client decision-making.

General retirement planning Income planning
user avatar

Matthew N

Series 63, Series 66

Lawrence, KS

STIFEL

Matthew Neis is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel in 2019. Outside of his advisory role, he serves as president of the Lawrence Breakfast Cosmos Club, a civic organization focused on finding a cure for diabetes. 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 asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Jennifer S

Series 66

Lawrence, KS

STIFEL

Jennifer Stammeyer is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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