Stifel, Nicolaus &
46yrs
Top advisor by experience in Golden Valley
2yrs
Kaleb Danner
Financial advisor at Stifel, Nicolaus &
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5500 Wayzata Boulevard Suite 400, Golden Valley, MN 55416
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
- Jan 2026 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Oct 2024 – Oct 2025Equitable Advisors, LLCPreviously
Questions to ask Kaleb
Tailored to Kaleb’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kaleb
How do I contact Kaleb?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Kaleb Danner. Kaleb works from the Golden Valley, MN office.
How long has Kaleb been a financial advisor?
Kaleb has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Kaleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Kaleb a fiduciary?
Kaleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kaleb paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kaleb 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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