Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Richard Grunze is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Brookfield, WI. Todd has been in the financial services industry since July 1987 and has a wide range of experience, including providing financial planning, portfolio management, and pension consulting services. Todd holds the Series 6, 7, 62, and 63 licenses as well as the SIE exam. Todd has been registered with Stifel, Nicolaus & Company, Inc. since August 2007. Prior to joining Stifel, Nicolaus & Company, Inc. Todd worked at A.G. Edwards & Sons, Inc. and Equable Securities Corporation.
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
08/03/2007 - Present
Stifel, Nicolaus & Company, Inc. (BROOKFIELD WI)
WI
10/23/1998 - 08/09/2007
A. G. EDWARDS & SONS, INC. (MEQUON WI)
WI
07/02/1987 - 11/17/1998
EQUABLE SECURITIES CORPORATION (MILWAUKEE WI)
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1991
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/01/1987
Series 6 - Investment Company Products/Variable Contracts 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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