Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
18yrs
Kyle Marcolla
Financial advisor at Stifel, Nicolaus & Company
Kyle Marcolla has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Overland Park, Kansas. Kyle has been with Stifel, Nicolaus & Company since 2011; before that, Kyle spent three years at Merrill. Kyle holds the CFP® designation.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 59% of advisors in Overland Park
Office40 Corporate Woods Building 9401 Indian Creek Parkway, Suite 1100, Overland Park, KS 66210
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2009 – 2011MerrillPreviously
Contact Kyle
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Kyle. 40 Corporate Woods Building 9401 Indian Creek Parkway, Suite 1100Overland Park, KS 66210Office · Get directions
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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?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Kyle Marcolla. Kyle works from the Overland Park, KS office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2009, about 18 years. More experience than 59% of advisors in Overland Park.
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 & Company 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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40 Corporate Woods Building 9401 Indian Creek Parkway, Suite 1100
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Top 1% by experience in Overland Park