Stifel, Nicolaus &
39yrs
Top advisor for experience in Wooster
17yrs
Kyle Jaron Adams
Financial advisor at Stifel, Nicolaus &
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 56% of advisors in Wooster
Office121 North Market Street Suite 500, Wooster, OH 44691
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
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 Combined State Law Examination
Career
- 2018 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2009 – 2018Wells Fargo Clearing Services, LLCPreviously
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- 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?
About Kyle
How do I contact Kyle?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Kyle Jaron Adams. Kyle works from the Wooster, OH office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2009, about 17 years. More experience than 56% of advisors in Wooster.
What licenses does Kyle hold?
Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kyle 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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