Stifel Wealth Advisors

GPTKB entity

Statements (51)
Predicate Object
gptkbp:instance_of gptkb:financial_services
gptkbp:client gptkb:United_States
tax planning
portfolio management
trust services
gptkbp:client_base gptkb:individuals
businesses
families
gptkbp:community_involvement volunteer work
sponsorships
charitable contributions
gptkbp:employees over 2,000
gptkbp:founded_in 1890
gptkbp:has_a_focus_on high-net-worth individuals
institutional investors
retail investors
gptkbp:has_a_presence_in multiple states
gptkbp:has_a_reputation_for expertise
trustworthiness
integrity
gptkbp:has_awards Best Places to Work
gptkbp:has_headquarters_in gptkb:St._Louis,_Missouri
gptkbp:has_partnerships_with various financial institutions
gptkbp:has_website www.stifel.com
https://www.w3.org/2000/01/rdf-schema#label Stifel Wealth Advisors
gptkbp:insurance_accepted life insurance
disability insurance
long-term care insurance
gptkbp:investment stocks
mutual funds
bonds
gptkbp:investment_strategy risk management
diversification
asset allocation
gptkbp:is_active_in gptkb:investment_banking
financial markets
capital markets
gptkbp:is_known_for investment advice
financial education
personalized service
gptkbp:is_regulated_by gptkb:FINRA
gptkb:SEC
gptkbp:offers_estate_planning yes
gptkbp:offers_financial_planning yes
gptkbp:offers_retirement_planning yes
gptkbp:parent_company gptkb:Stifel_Financial_Corp
gptkbp:services_provided gptkb:Wealth_Management
gptkbp:subsidiary gptkb:Stifel_Nicolaus_&_Company,_Incorporated
gptkb:Stifel_Bank_&_Trust
gptkbp:bfsParent gptkb:Stifel_Wealth_Management
gptkbp:bfsLayer 6