Adviser and broker representative · Stifel, Nicolaus & Company, Incorporated
Korey C. Kletschke
CRD 5932111 · Dakota Dunes, SD
At a glance
Korey C. Kletschke is an investment adviser representative with Stifel, Nicolaus & Company, Incorporated in Dakota Dunes, SD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Korey’s SEC record dates to 2017, about 9 years ago. Korey is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Stifel, Nicolaus & Company, IncorporatedSince October 2017Dakota Dunes, SD · $198B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Korey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.