Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Coeur D'alene
46yrs
Guy Gerber is a fiduciary financial advisor in Coeur D'alene, Idaho, with 46 years in the industry. Guy joined Stifel, Nicolaus & Company in 2013, after four years at Morgan Stanley and 15 years at Citigroup Global Markets. 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 114 advisors with offices in Coeur D'alene, and one of 111 fiduciaries.
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% by experience in Idaho
OfficeRiverview Tower 2100 Northwest Blvd Suite 390, Coeur D'alene, ID 83814
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 ?2 states
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.
Career
- 2013 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2009 – 2013Morgan StanleyPreviously
- 1994 – 2009Citigroup Global Markets Inc.Previously
Contact Guy
Local office(208) 765-7005Ask for Guy. (314) 342-2000Main office · St. Louis, MO Riverview Tower 2100 Northwest Blvd Suite 390Coeur D'alene, ID 83814Office · Get directions
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Questions to ask Guy
Tailored to Guy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Guy
How do I contact Guy?
Call Guy’s local office at (208) 765-7005 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Guy Gerber.
How long has Guy been a financial advisor?
Guy has been in the industry since 1981, about 46 years. Top 1% by experience in Idaho.
What licenses does Guy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Guy paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Guy 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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Coeur D'alene, ID 83814
Top 2% by experience in Idaho