ST. LOUIS, April 21, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that KWM Wealth Advisory has become the latest financial advisory team to affiliate with the firm’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC.
Previously associated with Wells Fargo Advisors Financial Network, KWM Wealth Advisory consists of financial advisors Lee Wolfe, Kenneth Sanchez, KaNoi Lam, and Mitch Kauffman. The four partners are collectively responsible for more than $720 million in client assets and are based in Woodland Hills, California; Pasadena, California; Honolulu, Hawaii; and Santa Barbara, California, respectively.
“KWM chose Stifel Independent Advisors as it was clear that they enable advisory firms to utilize best-in-class resources, both from within and outside of Stifel,” said Mr. Sanchez. “This will help KWM enhance the portfolio management and financial planning capabilities available to our clients. KWM is on a path of significant growth, and we find Stifel has the best people, culture, and utilities to both facilitate and not inhibit our firm’s expansion.”
“With the addition of Lee, Kenneth, KaNoi, and Mitch, it’s becoming increasingly clear that Stifel Independent Advisors is the firm of choice for elite independent wealth management teams whose clients are best served by a sophisticated wealth management firm that owns a bank, not the other way around,” said Alex David, President and CEO of Stifel Independent Advisors. “These new business owners and their staff have a penchant for delivering incredible service to the clients, and we are excited they have our team to assist them.”
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com.
For further information, contact Brian Spellecy (314) 342-2000