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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
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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

Branch Locations Map

Find More Stifel Offices:

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Investment Banking

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Branch Location
Big Sky, MT
Private Client Group
50 Meadow Village Drive
Suite 201
Big Sky, Montana 59716
David K. Palagi
Phone:
(406) 586-1385
(406) 586-1385
Toll-free:
(800) 955-3443
(800) 955-3443
Billings
Private Client Group
401 North 31st Street
Suite 1610
Billings, Montana 59101
Steve Knudson, CFP®
Phone:
(406) 252-2447
(406) 252-2447
Toll-free:
(877) 816-1227
(877) 816-1227
Bozeman
Private Client Group
875 Harmon Stream Blvd
Suite 200
Bozeman, Montana 59718
David K. Palagi
Phone:
(406) 586-1385
(406) 586-1385
Toll-free:
(800) 955-3443
(800) 955-3443
Great Falls
Private Client Group
300 Park Dr S
Suite 101
Great Falls, Montana 59405
Sharon Nalivka-Hancock
Phone:
(406) 761-3500
(406) 761-3500
Toll-free:
(800) 333-6017
(800) 333-6017
Kalispell
Private Client Group
1830 3rd Avenue East
Suite 101
Kalispell, Montana 59901
Mark Johnson, CPA
Phone:
(406) 755-9400
(406) 755-9400
Toll-free:
(877) 635-9528
(877) 635-9528
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