Waterloo, IA Office

Blake Hamer is a CFP® professional at Stifel with eight years of industry experience. He has been with Stifel since 2017 and worked previously at Ocwen Loan Servicing from 2013 to 2017. He serves as Treasurer and a member of the Board of Directors for the Family YMCA of Black Hawk County. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kristina Price is a financial advisor at Stifel with 27 years of industry experience. She has been with Stifel since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she serves as a director of the Spangler Cemetery Association. Stifel serves a wide 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 to guide asset allocation and financial planning.

Jacob Murray is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with two years of industry experience. His work background includes roles at Hudson High School, John Deere, and Wartburg College. 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 asset allocation methodologies developed by its Investment Strategy Group.

Austin Hamer is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Businessolver and Scheels. 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.

Jonathan Larson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2009. His prior experience includes roles at UBS Financial Services and Piper Jaffray Inc. Larson serves on the Friendship Village Foundation Finance Committee and the board of Friendship Village, a nonprofit retirement community. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brent Gilmore is a financial advisor with Stifel in Waterloo, IA, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory work, he serves as a voting board member for the Cedar Valley Irish Cultural Association, involved in operations for the annual Iowa Irish Fest. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Charles Shirey is a financial advisor with Stifel in Waterloo, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel for 17 years. Outside of his advisory role, he serves on the investment committee of the Waterloo Community Foundation and is a member of the finance committee at Westminster Presbyterian Church in Waterloo. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that clients use to inform their investment decisions.

Keith Hamer is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he is involved with Hamer Holdings LLC, which owns property in Wisconsin held within his IRA. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to support client decision-making.