Stifel, Nicolaus & Company
43yrs
Top advisor by experience in Blue Ash
2yrs
Alex Templin
Financial advisor at Stifel, Nicolaus & Company
Alex Templin is a fiduciary financial advisor in Blue Ash, Ohio, with 2 years in the industry. Alex joined Stifel, Nicolaus & Company in 2026, after two years at Ameritas Advisory Services. 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 40 advisors with offices in Blue Ash, and one of 34 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office9999 Carver Road, Blue Ash, OH 45242
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.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- May 2024 – May 2026Ameritas Advisory Services, LLCPreviously
Contact Alex
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Alex. 9999 Carver RoadBlue Ash, OH 45242Office · Get directions
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Questions to ask Alex
Tailored to Alex’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Alex
How do I contact Alex?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Alex Templin. Alex works from the Blue Ash, OH office.
How long has Alex been a financial advisor?
Alex has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Alex hold?
Series 66. Tap any license on this page to see what it allows.
Is Alex a fiduciary?
Alex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alex paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Alex 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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