Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Crown Point
27yrs
Benjamin Marshall
Financial advisor at Stifel, Nicolaus & Company
Based in Crown Point, Indiana, Benjamin Marshall is a fiduciary financial advisor with 27 years of industry experience. Benjamin has been with Stifel, Nicolaus & Company since 2022. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 107 advisors with offices in Crown Point, and one of 98 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 23% by experience in Indiana
Office10550 Broadway, Crown Point, IN 46307
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
- 2022 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact Benjamin
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Benjamin. 10550 BroadwayCrown Point, IN 46307Office · Get directions
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Questions to ask Benjamin
Tailored to Benjamin’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 Benjamin
How do I contact Benjamin?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Benjamin Marshall. Benjamin works from the Crown Point, IN office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2000, about 27 years. Top 23% by experience in Indiana.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Benjamin 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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