Saint Joseph, MO 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

1806 Oak Ridge Circle, Pob 8860

Saint Joseph MO 64508

Advisors at this office

5

Advisors at this office

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Leeann L

Series 63, Series 65

Saint Joseph, MO

STIFEL

Leeann Leonard is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Leonard serves as a board member of the St. Joseph Public Library Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar

Colten J

CFP®, Series 66

Saint Joseph, MO

STIFEL

Colten Joseph is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with two years of industry experience. His background includes roles at the University of Kansas and Tradebot Systems. Outside of his advisory work, he is a board member of Big Brothers Big Sisters of Greater St. Joseph and participates in the St. Joseph Chamber of Commerce Diplomats Club’s Hospitality Committee. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Lyle O

Series 63, Series 65

Saint Joseph, MO

STIFEL

Lyle Officer is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he owns and manages a farm in Rosendale, Missouri. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Craig G

Series 63, Series 65

Saint Joseph, MO

STIFEL

Craig Grable is a financial advisor with Stifel in Saint Joseph, MO, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, Grable serves as an advisory director on the boards of RitePack Inc., a contract manufacturer, and BMS Logistics, a packaging and warehousing company. Stifel serves a diverse client base including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
user avatar

Heidi L

Series 66

Saint Joseph, MO

STIFEL

Heidi Lafave 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 this, she worked at Systems & Services Technologies, Inc., a subsidiary of Alorica, from 2014 to 2017. Outside of her advisory role, Lafave is involved with the St. Joseph Cotillion for Achievement, serving as president of the leadership and scholarship program. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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