Stifel Wealth Tracker

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Pull all of your financial information into one singular, secure view
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Take a more in-depth look at your holdings
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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

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Branch Location Contact
Billings Private Client Group 401 North 31st Street Suite 1610 Billings, Montana 59101 Get Directions 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 Boulevard Suite 200 Bozeman, Montana 59718 Get Directions Todd Frediani, AWMA® Phone: (406) 586-1385 (406) 586-1385 Toll-free: (800) 955-3443 (800) 955-3443
Great Falls Private Client Group 300 Park Drive South Suite 101 Great Falls, Montana 59405 Get Directions 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 Get Directions Mark Johnson, CPA Phone: (406) 755-9400 (406) 755-9400 Toll-free: (877) 635-9528 (877) 635-9528

501 N. Broadway
St. Louis, Missouri 63102
(314) 342-2255 or (800) 679-5446
Contact Us

Hours of Operation: Monday - Friday 6:00am - 6:00pm CT

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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.

The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.

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.