Midland, MI 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

415 Rodd Street, Suite 1

Midland MI 48640

Advisors at this office

6

Advisors at this office

user avatar

Doak S

CFP®, Series 63, Series 65

Midland, MI

STIFEL

Doak Stolz is a CERTIFIED FINANCIAL PLANNER™ professional with 39 years of industry experience. He is currently with Stifel Nicolaus & Co Inc and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stolz serves on the board of a community medical foundation in Michigan. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm provides brokerage and investment advisory services using a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Dennis S

Series 66

Midland, MI

STIFEL

Dennis Stolz is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously was employed at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as Co-Director of Birdman's Bass Fishing Tournament Series, a local fishing tournament organization in Midland, Michigan. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Scott S

CFP®, Series 63

Midland, MI

STIFEL

Scott Smith is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2020, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Smith serves on the Investment Advisory Board of the Chippewa Nature Center, a nonprofit educational organization. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Jacob S

CFP®, Series 66

Midland, MI

STIFEL

Jacob Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel since 2020. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2020. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
user avatar

Justin M

Series 63, Series 65

Midland, MI

STIFEL

Justin Moeykens is a financial advisor at Stifel with Series 63 and Series 65 licenses and recently began his advisory career in 2026. Prior to joining Stifel, he worked at First Command Brokerage Services Inc. and served 21 years in the United States Marine Corps within the Department of Defense. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Ryan A

Series 63, Series 65

Midland, MI

STIFEL

Ryan Anderson is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment process relies on a proprietary methodology developed by its Investment Strategy Group, offering forward-looking analyses to support client decision-making.

General retirement planning Income planning
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