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Stifel Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
* Account Numbers
* Client Account Access User Names
* Passwords
* Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:
* Purchase or sale orders
* Instructions for the transfer or disbursement of funds
* Changes of address

Branches by State

Map showing locations of Stifel Wealth Management branches across the United States

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

Branch Location
Cherry Creek
Private Client Group
44 Cook Street
Suite 450
Denver, Colorado 80206
Nick DiStefano
Phone:
(720) 409-5337
(720) 409-5337
Toll-free:
(866) 457-2476
(866) 457-2476
Colorado Springs
Private Client Group
102 South Tejon Street
Suite 700
Colorado Springs, Colorado 80903
Nick DiStefano
Phone:
(719) 442-2646
(719) 442-2646
Toll-free:
(877) 816-4775
(877) 816-4775
Denver
Private Client Group
4643 South Ulster
Suite 1220
Denver, Colorado 80237
Allen Stevens
Phone:
(303) 534-1180
(303) 534-1180
Toll-free:
(800) 995-6605
(800) 995-6605
Glenwood Springs
Private Client Group
2520 South Grand Ave
Suite 210
Glenwood Springs, Colorado 81601
Rodney Naylor, AIF®
Phone:
(970) 945-5275
(970) 945-5275
Toll-free:
(866) 503-6632
(866) 503-6632
Greeley
Private Client Group
2015 Clubhouse Drive
Suite 202
Greeley, Colorado 80634
Donald Yohon
Phone:
(970) 350-7200
(970) 350-7200
Toll-free:
(855) 275-9135
(855) 275-9135
Greenwood Village
Private Client Group
6312 South Fiddlers Green Circ
Suite 520E
Greenwood Village, Colorado 80111
Andrew Torgerson
Phone:
(720) 963-7900
(720) 963-7900
Toll-free:
(800) 640-4264
(800) 640-4264
Pueblo
Private Client Group
119 West 5th St
Pueblo, Colorado 81003
Mark Kennedy
Phone:
(719) 546-0470
(719) 546-0470
Toll-free:
(800) 410-2553
(800) 410-2553
Stifel | Investment Services Since 1890

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

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ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.