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.

08/06/2026
08/05/2026

Whether you're saving for a car, building an emergency fund, or planning for life after college, every financial goal starts with a strategy. This video shows you how to define your goals, create a timeline, and stay focused on what matters most. Learn how small steps today can help you achieve big goals tomorrow. Hit play and start planning with purpose!

Reduce paper clutter and help make managing your finances easier. Switch to electronic delivery for statements, tax form...
08/03/2026

Reduce paper clutter and help make managing your finances easier. Switch to electronic delivery for statements, tax forms, and more, all in one secure place with Wealth Tracker. Ready to make the change?

Update Your Delivery Preferences Today! https://livesocial.seismic.com/aSdQdX

Custodial accounts at Stifel Trust offer a convenient, cost-effective solution for clients with various record-keeping a...
07/31/2026

Custodial accounts at Stifel Trust offer a convenient, cost-effective solution for clients with various record-keeping and payment-related needs.

Learn more Stifel Trust's Custodial Services here: https://livesocial.seismic.com/avDiyN

07/25/2026

If it sounds too good to be true, it probably is. Learn how financial scams actually work in the social media era and how to protect yourself from fake crypto deals, phishing messages, and "get rich quick" schemes.

07/25/2026

Buying a home usually means taking on a mortgage - but what does that really mean for your money long term? This video breaks down how mortgages work, from interest rates and down payments to monthly payments and equity, so you can understand one of life's biggest financial commitments before you ever sign on the dotted line.

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy ...
07/23/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of building a multi-generational estate plan: https://livesocial.seismic.com/aoHtHY

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can hel...
07/19/2026

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/atvJf7

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