Stifel is owned by Jay N. Dickenson (Senior Vice President/Investments; Branch Manager), according to public sources such as the company's website or filings.

How much revenue does Stifel make?

SeeBITDA estimates Stifel's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.

What is Stifel worth?

About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.

When was Stifel founded?

Stifel has been in business since 2009.

Stifel

Finance and insurance

2100 S Utica Ave Ste 100, Tulsa, OK
Since 2009

Estimated valueLow confidence

$1.3M

$437Klikely range$2.1M

About 3× its yearly profit, typical for a company this size in its industry.

Revenue

$1.1M

a year

Profit (EBITDA)

$439K

41% of revenue

Employees

—

not reported

Jay N. Dickenson

Senior Vice President/Investments; Branch Manager · source

Unlikely to sell soon

stifeltulsa.com LinkedIn

Contact

Find Jay N. Dickenson on RocketReach Request removal or correction

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M

Revenue$1.1M

× 41% profit margin$439K

× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan

No 401(k) filing

No reported financials

Company website

Owner named

Signs of a sale Unlikely to sell soon

In business 17 years (since 2009)

From public records and the company's website, not a statement that it's for sale.

What they do

Stifel Tulsa is a branch offering comprehensive wealth management services to successful individuals, families, and business owners to help them retire comfortably and pursue financial goals.

Products & services

comprehensive wealth managementretirement planningcollege savingwealth buildingrisk mitigation strategiesWealth PlanningEducation Planning StrategiesEstate PlanningMutual FundsAnnuitiesInsuranceTax Planning

Markets served

individuals, families, and business ownersexecutives of publicly traded companies

Service area

North AmericaEuropeAsiaIsraelLatin America

Certifications

FINRASIPCNYSEFDICAR State LicenseCA Insurance License

From the company's website. Industry: Finance and insurance.

Compared with similar businesses nearby

Business	Est. revenue	Est. profit	Distance
Stifel this business	$1.1M	$439K	—
UTICA BENEFITS RESOURCE GROUP LLC Tulsa · 8 employees	$3.3M	$1.2M	0.0 mi
Henderson Financial Group Tulsa	$806K	$310K	0.0 mi
F&M Bank Tulsa	$1.9M	$863K	0.0 mi
The Clark McKinney Tramontana Group at Morgan Stanley Tulsa	$1.1M	$439K	0.1 mi
Gates, Winden & Associates, P.c. Tulsa	$1.1M	$439K	0.1 mi
Lohrey & Associates Pllc Tulsa	$1.1M	$439K	0.1 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple	$1.3M
Multiple for this size and industry	3×
Value range	$437K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range	$443K – $1.4M
EBITDA range	$182K – $596K
Industry (NAICS)	Finance and insurance (52)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

People & advisors

Leadership

DR
Donald R. Farabough
Vice President/Investments · Company website · source
GK
Gary King
Managing Director/Investments · Company website · source
BB
Brent Burks
Senior Vice President/Investments · Company website · source
DB
Daniel Burns
Vice President/Investments · Company website · source
LG
Larry Goad
Vice President/Investments · Company website · source
MJ
Margaret Johnson
Vice President/Investments · Company website · source
MK
Michael King
Financial Advisor · Company website · source
ER
Eric Reinholz
Financial Advisor · Company website · source
JN
Joel N. Cousins
Financial Advisor Associate · Company website · source
RD
Roger D. Lovelady
Financial Advisor Associate · Company website · source
KD
Keona D. Cotrill
Senior Registered Client Service Associate · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Stifel

Stifel is a finance and insurance company in Tulsa, Oklahoma, in business since 2009. It is owned by Jay N. Dickenson (Senior Vice President/Investments; Branch Manager). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Stifel?: Stifel is owned by Jay N. Dickenson (Senior Vice President/Investments; Branch Manager), according to public sources such as the company's website or filings.
How much revenue does Stifel make?: SeeBITDA estimates Stifel's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Stifel worth?: About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
When was Stifel founded?: Stifel has been in business since 2009.