Invested Better
Unclaimed

Unclaimed

Unclaimed

Buck Wj Kipper

Stifel, Nicolaus & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Buck? Claim Your Profile

About Buck Wj Kipper

Buck Kipper is a financial advisor at Stifel, Nicolaus & Company, Inc. Buck has been working in the financial industry since 2006 and has a wide range of experience in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Buck is a licensed and registered financial advisor in multiple states, including Wisconsin, Texas, and many others. Buck holds the Series 6, Series 7, Series 63 and Series 66 licenses. Prior to joining Stifel, Nicolaus & Company, Inc. Buck worked at Packerland Brokerage Services, Inc., Abacus Investments, Inc., and J.W. Cole Financial, Inc. Buck's commitment to providing exceptional service and a personalized approach has helped him build strong relationships with his clients.

Firm Information

Buck Kipper is currently registered with Stifel, Nicolaus & Company, Inc.. Stifel, Nicolaus & Company, Inc. is a corporation headquartered in ST LOUIS, MO, United States. Founded in 1900, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. With over 5,000 registered representatives and $149.2 billion in regulatory assets under management, the firm serves a wide range of clients including high-net-worth individuals, corporations, and institutional investors.
Stifel, Nicolaus & Company, Inc.

501 N BROADWAY

ST LOUIS, MO 63102

$149.25B

Assets Under Management

Not reported

Total Clients

4,272

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Buck Kipper’s Registration & Firm History

WI

02/11/2020 - Present

Stifel, Nicolaus & Company, Inc. (RHINELANDER WI)

WI

01/06/2015 - 11/15/2019

PACKERLAND BROKERAGE SERVICES, INC. (Weston WI)

WI

07/08/2011 - 01/22/2015

ABACUS INVESTMENTS, INC. (DOUSMANS WI)

WI

01/05/2009 - 07/21/2011

J.W. COLE FINANCIAL, INC. (MERRILL WI)

WI

06/05/2006 - 01/02/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RHINELANDER WI)

Not sure if Buck Wj Kipper is right for you?

Licenses & Designations

BOTH

Issued 02/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Buck Wj Kipper. Review regulatory record here.
Not sure if Buck Wj Kipper is right for you?