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Stifel Wealth Tracker

For Stifel Access, click here
Wealth Tracker screenshot on mobile device

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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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.



Sign Up for Wealth Tracker

Stifel Wealth Tracker can help you:

  • 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
  • Watch Video to Learn More
Watch Video to Learn More

Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

Stifel Access Log In
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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:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

Branch Location
Private Client Group
4321 W. College Ave.
Ste. 108
Appleton, Wisconsin 54914
Nick Corrente
Phone:
(920) 735-9511
(920) 735-9511
Brookfield
Private Client Group
18000 West Sarah Lane
Suite 180
Brookfield, Wisconsin 53045
Kerry Lapp
Phone:
(262) 794-1000
(262) 794-1000
Toll-free:
(877) 794-0600
(877) 794-0600
Eau Claire
Private Client Group
3704 Oakwood Hills Parkway
Eau Claire, Wisconsin 54701
Randolph Sinz
Phone:
(715) 852-1990
(715) 852-1990
Toll-free:
(800) 333-6006
(800) 333-6006
Green Bay
Private Client Group
200 S. Washington St.
Green Bay, Wisconsin 54301
David Priest
Phone:
(920) 437-2555
(920) 437-2555
Toll-free:
(888) 798-2555
(888) 798-2555
Janesville, WI
Private Client Group
22 S. Jackson St.
Janesville, Wisconsin 53548
Nathan Farr, CFP®, MBA
Phone:
(608) 305-6000
(608) 305-6000
Toll-free:
(844) 877-1323
(844) 877-1323
La Crosse
Private Client Group
201 Main Street
Suite 101
La Crosse, Wisconsin 54601
William Pritchard, AAMS
Phone:
(608) 785-1727
(608) 785-1727
Toll-free:
(800) 444-0578
(800) 444-0578
Madison
Private Client Group
8010 Excelsior Dr.
Suite 300
Madison, Wisconsin 53717
Nathan Farr, CFP®, MBA
Phone:
(608) 241-9516
(608) 241-9516
Toll-free:
(888) 226-2213
(888) 226-2213
Mequon South
Private Client Group
11201 North Port Washington Rd.
Mequon, Wisconsin 53092
William Morse, CFP®
Phone:
(262) 241-5988
(262) 241-5988
Toll-free:
(800) 418-8353
(800) 418-8353
Mequon
Private Client Group
1249 W. Liebau Road
Suite 250
Mequon, Wisconsin 53092
Bruce Loder
Phone:
(262) 243-3125
(262) 243-3125
Toll-free:
(888) 767-7538
(888) 767-7538
Racine
Private Client Group
5439 Durand Ave
Suite 240
Racine, Wisconsin 53406
Kerry Lapp
Phone:
(262) 554-4660
(262) 554-4660
Toll-free:
(888) 784-3352
(888) 784-3352
Rhinelander
Private Client Group
3610 Highway 47 North
Rhinelander, Wisconsin 54501
David Holperin
Phone:
(715) 362-1719
(715) 362-1719
Toll-free:
(866) 950-5520
(866) 950-5520
Sheboygan PCG
Private Client Group
2124 Kohler Memorial Drive
Suite 205
Sheboygan, Wisconsin 53081
Matt Andrews, MBA
Phone:
(920) 458-7751
(920) 458-7751
Toll-free:
(800) 545-1537
(800) 545-1537
Waukesha
Private Client Group
W233 N2080 Ridgeview Pkwy
Suite 202
Waukesha, Wisconsin 53188
Steve Luterbach, CRPC, CFS
Phone:
(262) 955-6920
(262) 955-6920
Toll-free:
(800) 236-2776
(800) 236-2776
Wausau
Private Client Group
One Corporate Drive
Suite 602
Wausau, Wisconsin 54401
Nick Corrente
Phone:
(715) 848-2911
(715) 848-2911
Toll-free:
(800) 444-3801
(800) 444-3801
West Bend
Private Client Group
125 E. Water Street
West Bend, Wisconsin 53095
Matt Andrews, MBA
Phone:
(262) 338-5889
(262) 338-5889
Toll-free:
(800) 487-3660
(800) 487-3660
Stifel | Investment Services Since 1890

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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.

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COPYRIGHT © 2024 STIFEL FINANCIAL CORP.
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.