Unclaimed
Barbara Mickelsen is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm with over 150,000 clients and $149 billion in regulatory assets under management. Barbara has been in the financial services industry since 1981 and has a strong track record of providing investment advice to a variety of clients, including individuals, families, businesses, and institutions. Barbara is committed to helping clients achieve their financial goals and is passionate about providing personalized service. She holds the Series 7, Series 63 and SIE licenses. Prior to joining Stifel, Nicolaus & Company, Inc., Barbara worked at Miller Johnson Steichen Kinnard, Inc., Miller, Johnson & Kuehn, Incorporated, Miller & Schroeder Municipals, Inc., and Juran & Moody, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
12/06/2006 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
MN
01/01/2001 - 12/06/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
11/13/1985 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
NA
01/03/1984 - 11/05/1984
MILLER & SCHROEDER MUNICIPALS, INC.
NA
01/19/1981 - 12/05/1983
JURAN & MOODY, INC.
BC
Issued 06/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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