LPL Financial
41yrs
Top advisor by experience in Grand Forks
1yr
Jon Broden has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Grand Forks, North Dakota. Jon joined Stifel, Nicolaus & Company in 2025, a firm offering financial planning, investment management, and private fund management. Stifel, Nicolaus & Company reports being paid through a percentage of assets, flat fees, and commissions.
One of 70 advisors with offices in Grand Forks, and one of 67 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office3751 South Columbia Road, Building A P O B 14376, 58208-9902, Grand Forks, ND 58201
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
- Jul 2025 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact Jon
Local office(701) 746-1365Ask for Jon. (314) 342-2000Main office · St. Louis, MO 3751 South Columbia Road, Building A P O B 14376, 58208-9902Grand Forks, ND 58201Office · Get directions
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Questions to ask Jon
Tailored to Jon’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 Jon
How do I contact Jon?
Call Jon’s local office at (701) 746-1365 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Jon Broden.
How long has Jon been a financial advisor?
Jon has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jon 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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Financial advisor
3751 South Columbia Road, Building A P O B 14376, 58208-9902
Grand Forks, ND 58201
Grand Forks, ND 58201
Top 9% by experience in Grand Forks