Morgan Stanley
47yrs
Top advisor by experience in Mequon
43yrs
Bruce James Loder
Financial advisor at Stifel, Nicolaus &
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience nationwide
Office1249 W. Liebau Road, Suite 250, Mequon, WI 53092
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Stifel, Nicolaus &
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2006 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Questions to ask Bruce
Tailored to Bruce’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bruce
How do I contact Bruce?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Bruce James Loder. Bruce works from the Mequon, WI office.
How long has Bruce been a financial advisor?
Bruce has been in the industry since 1983, about 43 years. Top 1% by experience nationwide.
What licenses does Bruce hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bruce a fiduciary?
Bruce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bruce paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bruce for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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