Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Indianapolis
33yrs
Teia Stapleton has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Indianapolis, Indiana. After 11 years at City Securities, Teia joined Stifel, Nicolaus & in 2017, 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 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 11% by experience in Indiana
Office600 E. 96th Street, Indianapolis, IN 46240
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 ?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.
Career
- 2017 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2006 – 2017City Securities CorporationPreviously
Questions to ask Teia
Tailored to Teia’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 Teia
How do I contact Teia?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Teia Stapleton. Teia works from the Indianapolis, IN office.
How long has Teia been a financial advisor?
Teia has been in the industry since 1994, about 33 years. Top 11% by experience in Indiana.
What licenses does Teia hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Teia a fiduciary?
Teia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Teia paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Teia 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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