Lincoln, NE N 8th Street 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
100 N 8th Street, Suite 150, Pob 21797 Lincoln
Lincoln NE 68508
Advisors at this office
3
Advisors at this office
Amy S
Series 66
Lincoln, NE
STIFEL
Amy Scott is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held roles with Sting Sports Group LLC and Nebraska Sports Center LLC, and was involved with the Lincoln Soccer Association. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.
Leonard W
CFP®, Series 63, Series 65
Lincoln, NE
STIFEL
Leonard Weyeneth is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with Stifel Nicolaus & Co. Inc. since 2013. He serves as president and treasurer for multiple charitable organizations focused on education, historic preservation, and youth development, including the Kimmel Orchard and Vineyard Educational Foundation and the Richard P. Kimmel and Laurine Kimmel Charitable Foundation. Additionally, he is involved with various nonprofit boards such as YoungLife Lincoln and the Kregel Windmill Factory Museum. Stifel serves a wide 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.
Ross J
CFP®, Series 66
Lincoln, NE
STIFEL
Ross Jensen is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2013. He holds the Series 66 designation and is based in Lincoln, Nebraska. Outside of his advisory role, Jensen serves as treasurer and board member for several nonprofit organizations, including the Kappa Foundation, the Lincoln Alumni Chapter of Alpha Gamma Rho, and the Nebraska Human Resources Research Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
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