The Brummet Team - Stifel

The Brummet Team - Stifel The Brummet Team of Stifel is a group of 3 security-licensed individuals. After hours by appointment only. Stifel Financial Corp.

The Brummet Team of Stifel is a group of 4 security-licensed individuals with more than 70 years of combined experience in the financial services industry. Jeff Brummet, Senior Vice President/Investments
Katie Brummet, Financial Advisor
Cindy Peters, Financial Advisor Associate
Mitchell Kramer, Registered Client Service Associate
Paige Gargus, Client Service Associate
"Wealth is the ability to f

ully experience life." - Henry David Thoreau

Our team is dedicated to assisting you in building your wealth to experience the life you choose. We analyze your unique situation, experiences, and concerns with the goal to build your personal roadmap to success. Our process creates a close relationship between financial advisor and client. We consider each person an extension of our family who deserves our care and respect.
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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. 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.

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/29/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets w...
05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

05/23/2026
When your estate plan includes trusts, your trustees and successor trustees will play a crucial role. The trustee will b...
05/22/2026

When your estate plan includes trusts, your trustees and successor trustees will play a crucial role. The trustee will be responsible for implementing the plans that you and your advisors have worked diligently to craft. The right trustee can help carry out your plans efficiently and effectively. The wrong choice may lead to issues, challenges, and stress. Learn more:
https://livesocial.seismic.com/ajwA5H

05/16/2026

Inheriting a legacy should feel empowering—not overwhelming. This video gives you a clear, approachable look at how inheritances work, how trusts protect assets, and what tax rules may come into play. You'll gain the knowledge you need to make smart decisions and honor what's been passed on to you. Press play to take the first step toward confidently managing your financial future.

Get to know Bud the Budget Bunny and his friends by accessing financial literacy resources for young learners at BudgetB...
05/13/2026

Get to know Bud the Budget Bunny and his friends by accessing financial literacy resources for young learners at BudgetBunny.com. This free interactive resource for parents and educators features Adventure Books, videos, and other financial education materials to help teach spending, saving, and sharing. Learn more at
https://livesocial.seismic.com/kiD3q https://livesocial.seismic.com/aPB2Qi

Here's to the moms who do it all! Let's make managing your money one less thing on the list. Happy Mother's Day!
05/10/2026

Here's to the moms who do it all! Let's make managing your money one less thing on the list. Happy Mother's Day!

05/07/2026

Ever wonder what the stock market really is? This video breaks down IPOs, supply and demand, and what drives stock prices—all in simple terms. Watch now and learn the basics that every investor should know!

Celebrating culture and community. Happy Cinco de Mayo from our team to you!
05/05/2026

Celebrating culture and community. Happy Cinco de Mayo from our team to you!

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