Advisers on the Move

Wells Fargo team managing $170 million moves to Stifel

Stifel also adds an Ameriprise broker managing $82 million

Aug 10, 2018 @ 1:19 pm

By InvestmentNews

A team managing $170 million in assets at Wells Fargo Advisors has joined Stifel Nicolaus.

Mark Graham will open an office for the firm in Spokane, Wash., and his partner, Brian Bissell, will work from Pasadena, Calif.

Mr. Graham began his securities career at Crowell Weedon in 1983 and spent 11 years at the firm. He later was affiliated with Citigroup and UBS Financial, and joined Wells Fargo in 2009.

Mr. Bissell began his career at Citigroup in 2000, where he started working with Mr. Graham.

Separately, Stifel said that Craig Braun, who managed $82 million at Ameriprise Financial Services, has joined Stifel in Flint, Mich. He had been with Ameriprise since 1992.

(More: Wells Fargo Advisors continues to see a decline in brokers)

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

InvestmentNews celebrates diversity & inclusion in the financial advice business

Highlights of the Excellence in D&I Awards, showcasing the achievements of 26 individuals and firms that are moving the needle when it comes to diversity and inclusion.

Latest news & opinion

Don't be fooled by the numbers — the industry is in a dangerously vulnerable state

Last year's stock market gains helped advisers turn in solid growth in assets and revenue, but that growth could disappear in the next market downturn.

Divided we stand: How financial advisers view President Trump

InvestmentNews poll finds 49.2% approve of his performance, while 46.7% disapprove. How has that changed over the course of his presidency?

10 states with the most college student debt

Residents of these states have the most student debt when you consider their job opportunities.

Ex-Wells Fargo brokers sue for damages, claiming they lost business in wake of scandals

In a Finra arbitration complaint, two brokers allege that Wells Fargo's problems damaged their business.

Invesco to buy OppenheimerFunds

Deal brings Invesco another $246 billion in assets, as well as high-fee actively managed funds.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print