Verified Veteran Owned Business
  • Home
  • Pricing
  • Placement Services
  • Principal/Agent
  • White Label
  • News
  • Sign Up
  • Login

Wells Fargo team managing $1.15 billion exits to Stifel


« Return to News

A five-advisor team managing $1.15 billion at Wells Fargo Advisors in Midland, Michigan, has joined Stifel Nicolaus and opened a firm office there.

[More: Stifel adds three Merrill advisers]

The team, which operates as the Stolz-Smith Financial Consulting Group, consists of Doak Stolz, Scott Smith, Ryan Anderson, Dennis Stolz and Jacob Smith.

Doak Stolz had been with Wells Fargo and a predecessor firm since 1986, and Scott Smith since 1989.

[More: RIAs are killing it in 2020 recruiting]

The post Wells Fargo team managing $1.15 billion exits to Stifel appeared first on InvestmentNews.

« Return to Dashboard

Have any Questions?

We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.

A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month

Contact Us

Adviser First Partners

Subscribe to our mailing list.

Veteran Owned Business

Quick Links
  • Home
  • Schedule Meeting
  • Listen & Subscribe to Our Podcast
  • Contact
  • New Item
Your Account
  • News
  • Schedule Meeting
  • Register
  • Login
  • Dashboard
  • Sign Out
  • New Item
  • New Item
Get In Touch

P.O. Box 12
Ionia, NY 14475

Phone: +1 (585) 329-9661
Email: info@adviserfirstpartners.com

© 2025 Adviser First Partners. All Rights Reserved.

Web Design by eLink Design, Inc., a Kentucky Web Design company