Storm Lake, IA 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
304 E 5th St, Pob 2008
Storm Lake IA 50588-2312
Advisors at this office
4
Advisors at this office
Linda B
Series 66
Storm Lake, IA
STIFEL
Linda Baier is a Series 66-licensed financial advisor at Stifel with 24 years of industry experience, including 17 years with the firm. She serves clients from Storm Lake, Iowa. Outside of her advisory role, Baier is active as a church bell choir director and serves as treasurer for the Buena Vista County Community Foundation. She also participates in a local antiques business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support retirement, insurance, and estate planning.
Bradford B
Series 63, Series 66
Storm Lake, IA
STIFEL
Bradford Beukelman is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2009. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he is a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Jared E
Series 66
Storm Lake, IA
STIFEL
Jared Eggers is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked at Security Trust & Savings Bank and Farm Credit Services of America. Jared also has a background in the hospitality industry, including a role at Zimmy's Bar & Grill. 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.
Matthew P
Series 66
Storm Lake, IA
STIFEL
Matthew Phillips is a financial advisor at Stifel with 18 years of industry experience and holds a Series 66 credential. He has been with Stifel since 2009. Outside of his advisory role, he serves as president of the Storm Lake High School Foundation and the Storm Lake Rotary Club, and he owns a business manufacturing and selling cornhole sets. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
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