Edward Jones
42yrs
Top advisor by experience in Bourbonnais
37yrs
Brian Thomas
Full name on record: Brian Patrick Thomas
Financial advisor at Stifel, Nicolaus & Company
Brian Thomas has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Bourbonnais, Illinois. After nine years at Morgan Stanley and 11 years at Citigroup Global Markets, Brian joined Stifel, Nicolaus & Company in 2018, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 30 advisors with offices in Bourbonnais, and one of 30 fiduciaries.
At a glance
Experience37 years (since 1990)
How that compares ?Top 6% by experience in Illinois
Office875 Main Street NW, Bourbonnais, IL 60914
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
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.
Career
- 2018 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2009 – 2018Morgan StanleyPreviously
- 1997 – 2009Citigroup Global Markets Inc.Previously
Contact Brian
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Brian. 875 Main Street NWBourbonnais, IL 60914Office · Get directions
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Questions to ask Brian
Tailored to Brian’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
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About Brian
How do I contact Brian?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Brian Thomas. Brian works from the Bourbonnais, IL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1990, about 37 years. Top 6% by experience in Illinois.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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