Unclaimed
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.
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
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)
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
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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