Heidi Jo Graham Koeppel, Financial Advisor - Stifel

Heidi Jo Graham Koeppel, Financial Advisor - Stifel 401(k) Accounts, IRAs, Individuals, Corporations

Heidi began her career in the investment industry in 1979 at Dean Witter Reynolds, Inc. in Peoria, Illinois.

In the fall of 2008, Heidi joined Stifel in the Jacksonville, Illinois office. She also works from the Springfield, Illinois office. Heidi works primarily with individual families and corporations (both for and not-for-profit) to help establish, implement, and review long-term financial goals. Heidi has access to managed money managers, IRAs, 401(k) accounts, annuities & insurance, IPOs, Bonds, S

tocks, Mutual Funds, CDs, Treasury products, etc. After hours by appointment only.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

I’m blessed to have awesome clients!  I appreciate each one of you! Happy belated Thanksgiving!
11/29/2024

I’m blessed to have awesome clients! I appreciate each one of you! Happy belated Thanksgiving!

We are thankful for our clients, associates, and shareholders this year and every year!

Reminder: The market will be closed today, November 28, and will close at 1:00 p.m. (1:15 for eligible options) Eastern tomorrow in light of the holiday.

10/27/2024

Today you can find us watching CEO Ron Kruszewski take on CNBC's Power Lunch, following a monumental 3rd quarter performance.

What's on the lunch menu, you ask? Success.

56 million: The number of viewers of the Chiefs-Bills playoff game at its peak, breaking the record for the most watched...
02/01/2024

56 million: The number of viewers of the Chiefs-Bills playoff game at its peak, breaking the record for the most watched NFL divisional round game of all time. For more information on this and to read the full piece, click below.

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