#MemberMonday: Stifel

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L-R Back Row: Pat Corey (Senior Vice President/Branch Manager), Korey Kletschke, CFP, ChFC (Financial Advisor); Rick Kneip (Financial Advisor); Rob Schultz (Financial Advisor). Front Row: Cindy Agnes (Vice President/Investments) and Kim Cleaver Kletschke (First Vice President/Investments). Not Pictured: Dennis Dashner (Vice President/Investments)

What services do you offer? Stifel is a full-service wealth management firm providing a wide variety of investment products, financial services and financial advice including financial planning, retirement planning, employer sponsored retirement plans, and life insurance. We work with individual investors, businesses, governments, and non-profit organizations.

How many years has your business been a Chamber member? Proudly since 1970 we have been a member of the Siouxland Chamber! That includes previous predecessor firms that Stifel acquired.

What is the best part about being a Chamber member? Being a part of the Siouxland Chamber brings credibility to our business and demonstrates commitment to our community. We feel a sense of duty to work together with other Siouxland businesses and our Chamber to support a vibrant business community which benefits our tri-state area.

What is a fun or surprising fact about your business? We are one of the oldest investment firms in the area. Our office origins date back to 1952 when our office was called TC Henderson and was located in the Badgerow Building, across the street from our current location on 4th and Jackson.

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