Edward Allen Humphreys, II

Senior Portfolio Manager at Sheaff Brock Investment Advisors LLC

Edward Allen Humphreys, II

Edward Allen Humphreys, II

Senior Portfolio Manager at Sheaff Brock Investment Advisors LLC

Biography

Mr. Edward A. Humphreys is a Senior Portfolio Manager at Sheaff Brock Investment Advisors LLC. His experience as financial consultant spans over 25 years, and he has worked extensively in alternative asset allocations and the creation of equity selection processes to achieve greater quantitative and more disciplined equity selections.Mr. Humphreys was previously employed as a portfolio manager at BKD Wealth Advisor, he previously served as trust investment officer at United National Bank in West Virginia, and as senior options specialist in the active trader division at Charles Schwab in Indianapolis.He holds Bachelor of Business Administration degree Finance from Marshall University Huntington, West Virginia, where was also member of Omicron Delta Epsilon, International Honor Society for Economics.

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Managing Director & Chief Investment Officer at Sheaff Brock Investment Advisors LLC

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Managing Director at Sheaff Brock Investment Advisors LLC

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Director of Client Services at Sheaff Brock Investment Advisors LLC

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Vice President-Client Solutions, Administrative Coordinator at Sheaff Brock Investment Advisors LLC

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Portfolio Manager at Sheaff Brock Investment Advisors LLC

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Director of National Sales at Northern Oak Wealth Management. Inc.

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Senior Vice President-Investments at Sheaff Brock Investment Advisors LLC

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Chief Compliance Officer at Sheaff Brock Investment Advisors LLC

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Senior Vice President-Investments at Sheaff Brock Investment Advisors LLC

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Vice President-Investments at Sheaff Brock Investment Advisors LLC

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Edward Allen Humphreys, II
Senior Portfolio Manager at Sheaff Brock Investment Advisors LLC
Education

Marshall University is a multi-campus public university providing innovative undergraduate and graduate education that contributes to the development of society and the individual. The University actively facilitates learning through the preservation, discovery, synthesis, and dissemination of knowledge.Mission

Career History
Senior Portfolio Manager
Current

Sheaff Brock Investment Advisors provides discretionary advice to clients based on each client's individual objectives, time horizons, risk tolerance, and liquidity needs. The firm's investment recommendations are not limited to any specific product or service and generally include advice regarding: exchange-listed securities; securities traded over-the-counter; warrants; corporate debt securities (other than commercial paper); CDs; municipal securities; mutual fund shares; US governmental securities; and options contracts on securities.Sheaff Brock provides portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment goal. Portfolios can be blended to build an appropriate mix of income and growth potential for each client. Sheaff Brock offers the following portfolio options: IntelliBuilD Growth, Bulls of the Dow, Mid-Cap 10, Dividend Growth and Income, Covered Call Income, Preferred Stock Income, Core Plus Bonds, High Yield Bonds, Dynamic Allocation, Technical Long/Short, Alternatives (hard assets, foreign equities and currencies), and Option Overlays.

Portfolio Manager
Prior

BKD Wealth Advisors, LLC is a wholly owned subsidiary of BKD, LLP, offering wealth management services for affluent individuals and families and investment consulting and compliance services for institutional clients. We build trusted relationships and tailor integrated solutions to help you meet your goals. Our advisors combine their knowledge and wisdom with the expertise of top financial institutions, including BKD, LLP, a national CPA & advisory firm.

Senior Options Specialist
Prior

Charles Schwab Investment Advisory (CSIA) provides portfolio management services for the Schwab Intelligent Portfolios Program (SIP). The SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classesacross stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. The SIP Program is sponsored by CSIA’s affiliate, Schwab Wealth Investment Advisory, Inc., which sets investment policy and parameters and provides administrative and related services for the SIP Program.The SIP Program is also used to provide discretionary portfolio management in the Schwab Intelligent Advisory Program (SIA) sponsored by Charles Schwab & Co., Inc. The SIA Program combines the SIP Program with additional financial planning services provided through Schwab.Clients of the SIP Program may include individuals, revocable living trusts, and individual retirement accounts. Business entities, government entities, and ERISA accounts are not eligible for the SIP Program.

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