ST. LOUIS, January 25, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that Terra Firma Wealth Management, a two-advisor team based in Coupeville, Washington, has joined the firm’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC.
Terra Firma Wealth Management consists of financial advisors Aaron Lucero and Kurt Heyduck. Previously associated with Wells Fargo Advisors Financial Network, the two advisors have 43 years of collective investment industry experience and are responsible for $250 million in client assets. They are supported by Nanette Streubel, Operations Manager.
“We’re excited to be partnering with Stifel Independent Advisors,” said Mr. Lucero. “After thoroughly examining many firms, Stifel was clearly the best fit for our clients and practice. Their culture is one that is a client-first mentality throughout the organization. From the top down, they make it their mission to give focus and attention to supporting financial advisors.”
“We are pleased to have Aaron and Kurt on board, as they run an exceptional practice,” said Rob Welch, Director, Regional Recruiting. “They are the perfect flagship independent office for us in the Pacific Northwest. After researching several firms, they chose to partner with us for a variety of reasons, but most important was the access to leadership to ensure they would be able to serve their clients as they see fit without the red tape that many larger firms have.”
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