Why didn’t you tell me you were considering this move?
The securities industry practice prevented us from informing our clients that we were considering leaving our former firm until we officially resigned.  Now that we have officially resigned, we are in the process of informing all of our clients about the move.

Does this transition cost me anything?
No.  Account transfer fees that are charged to you will be reimbursed to you by Stifel and will appear on your first Stifel statement.

Where is your office at Stifel located?
102 South Tejon Street, Suite 700 | Colorado Springs, Colorado 80903

Will the services and products to which we’ve become accustomed change with this move?
You can expect the same, if not in most cases, a much more enhanced level of service and products with our move to Stifel.