Rolla, MO 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
1034 South Bishop Avenue
Rolla MO 65401
Advisors at this office
4
Advisors at this office
Brad B
Series 63, Series 65
Rolla, MO
STIFEL
Brad Bouse is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. He holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. Its investment approach uses a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.
Bradley M
Series 63, Series 65
Rolla, MO
STIFEL
Bradley Mc Intyre is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones for 18 years before joining Stifel in 2022. Outside of his advisory work, he serves on several community boards in Joplin, Missouri, including the Joplin Parks and Recreation Advisory Board, Connect2Culture, and the Children's Center Board, and is president of the Bramar Recreation Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.
Katherine B
Series 66
Rolla, MO
STIFEL
Katherine Brummet is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2014. Outside of her advisory role, she serves as a director for the Rolla Chamber, participating in community event planning and decision-making. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology through its Investment Strategy Group to provide asset allocation and planning analyses intended as a basis for client decisions.
Paige G
Series 66
Rolla, MO
STIFEL
Paige Gargus is a financial advisor with Stifel in Rolla, Missouri, holding a Series 66 credential and six years of industry experience. Prior to joining Stifel, she worked at Phelps County Industrial Solutions and Didion Orf Recycling West. Outside of her advisory role, Paige volunteers as a youth leader with Phelps County 4-H, serves as secretary of the Rolla Saddle Club, and coaches youth sports for the City of St James Parks and Recreation. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.
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