Tona Rozum
Senior Vice President Investments - Stifel @Stifel Financial Corp.
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WORK HISTORY
Senior Vice President Investments - Stifel @Stifel Financial Corp.
Mitchell, SD, US
EDUCATION
Dakota Wesleyan University
Bachelor of Arts (B.A.)
ABOUT TONA ROZUM
Specialties: •Investment Planning •Wealth Management Strategies •Education Savings Plans & 529 Savings Plans •Asset Allocation •Retirement Income Strategies •Stocks, Bonds, and Mutual Funds •Estate Planning Strategies •Nonprofits & Foundations •Fixed & Variable Annuities •Insurance Reviews •Roth & Traditional IRAs, •SEP and Simple IRAs • Unit Investment Trusts •Long-Term Care and Life Insurance •ETFs •Fixed Income 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:
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