Kaleb Danner
Financial advisor at Stifel, Nicolaus & Company, Incorporated · Golden Valley, MN
Last updated 2026-10-10
Claim your profileKaleb Danner is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Golden Valley, MN, CRD 7951453. Licenses and exams on the registration: Series 66. IAPD registration began 2024-10-02.
Registration
- CRD number
- 7951453
- Registration status
- Active
- IAPD registration
- 2024-10-02
- Industry Experience
- 2 years
- Work Experience
- 10 years
- States registered
- MN
Licenses and exams
- Series 66
Work history
- 2024-07 to 2025-09 · Equitable Advisors LLC · Minneapolis, MN
- 2020-06 to 2025-12 · Doordash · San Francisco, CA
- 2020-08 to 2024-05 · University of North Dakota · Grand Forks, ND
- 2021-11 to 2024-05 · University of North Dakota Office of Academic Advising · Grand Forks, ND
- 2023-07 to 2024-01 · Coborns Liquor · Ramsey, MN
- 2022-05 to 2022-08 · Remanco Hydraulics Inc · Minneapolis, MN
- 2016-09 to 2020-06 · Anoka High School · Anoka, MN
- 2026-01 to Present · Stifel · Golden Valley, MN
- 2020-06 to 2022-05 · Unemployed · Ramsey, MN
Current employment
- Stifel, Nicolaus & Company, Incorporated · St. Louis, MO
Stifel, Nicolaus & Company, Incorporated
- Regulatory AUM
- $197,532,233,502
- Registered advisors
- 3,362
- Offices
- 674
- Clients per advisor
- 70.3 (Moderate)
- Average AUM per client
- $836.3K (Low)
- High-net-worth client ratio
- 31.2% (Moderate)
Stifel, Nicolaus & Company, Incorporated: advisors, services and reported ETF investments
About
Kaleb Danner is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Golden Valley, MN. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 10 years of reported work history.
Stifel, Nicolaus & Company, Incorporated's firm-level Form ADV reports 3,362 advisors across 674 offices; approximately 70.3 clients per advisor, average assets per client of $836,324, and regulatory AUM of $197.5B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
What this firm offers
Filed by Stifel, Nicolaus & Company, Incorporated on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
5500 Wayzata Boulevard, Golden Valley, MN 55416
25 advisors at this office.
Contact
The firm's filed contact details.
Official record
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