Mankato, MN Office

Andrew Foster is a financial advisor at Stifel in Mankato, MN, holding a Series 66 designation with 28 years of industry experience. He has worked at 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, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Renee Cramer is a financial advisor with Stifel, holding Series 63 and Series 66 licenses, and has 26 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she is also a notary who notarizes documents for Stifel clients. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Abigail Drummer is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus since 2022. Prior to her current role, she held positions at Mankato Clinic, Gundersen, YMCA, and the University of Wisconsin - La Crosse. Abigail is also a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by the firm’s Investment Strategy Group.

Trista Brandt is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Minnesota State University, Mankato, and in the hospitality sector. 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 a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Jay Berg is a financial advisor with Stifel in Mankato, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Stifel in 2023, he worked for eight years at Minnesota Valley Federal Credit Union. He is also a licensed public notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Sean Flanagan is a financial advisor at Stifel with a Series 66 license and one year of industry experience. Prior to his current role, he worked in real estate and athletics-related activities, including positions at Dark Horse Athletics and America One Real Estate. Outside of his advisory work, he operates Sean Flanagan PLLC, a real estate business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance, supporting client decisions with probabilistic modeling and forward-looking market assumptions.

David Morgan is a CFP® with 31 years of industry experience and has been with Stifel in Mankato, MN since 2009. He serves on the board and as treasurer for Connections Ministry, a local homeless shelter. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing guidance through probabilistic modeling and capital market assumptions.

Thomas Sernett is a CFP® with 26 years of industry experience and has been with Stifel since 2009. He is based in Mankato, MN. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Kayla Olsen is a CFP® and Series 66 credentialed financial advisor at Stifel with six years of experience at the firm and a total of four years in the industry. Prior to joining Stifel in 2020, she worked at Taylor Corporation and Zayo Group. Olsen is co-owner of Latitude 44 Plumbing & Heating LLC and serves on the board and as Campaign Chair for the Greater Mankato Area United Way. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kenneth Meixner is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and recommendations of third-party advisers. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

David Wittenberg is a financial advisor with Stifel in Mankato, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, Wittenberg serves on the Capital Campaign Committee for the Children's Museum of Southern Minnesota. 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 asset allocation methodologies.

Eric Seavert is a financial advisor at Stifel with a Series 66 credential and has been with the firm since 2025. He is based in Mankato, MN, and has experience working at Pebble Creek Golf Course and Minnesota State University, Mankato. Stifel serves a broad range of clients including individuals, institutional clients, and municipalities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.