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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
Boise
Private Client Group
800 West Main St.
Suite 1260
Boise, Idaho 83702
Gary Whinery
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
Coeur d'Alene
Private Client Group
2100 Northwest Blvd
Suite 390
Coeur d'Alene, Idaho 83814
Mic Armon, CFP®, AIF®
Phone:
(208) 765-7005
(208) 765-7005
Toll-free:
(855) 275-9137
(855) 275-9137
Idaho Falls
Private Client Group
900 Pier View Drive
Suite 102
Idaho Falls, Idaho 83402
Brady Burton
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
Ketchum
Private Client Group
111 N. Main, 3rd Floor Suite B
PO Box 5389
Ketchum, Idaho 83340
Lori Nurge, CFP®
Phone:
(208) 622-8720
(208) 622-8720
Toll-free:
(877) 635-9531
(877) 635-9531
Lewiston
Private Client Group
301 D Street Suite C
Lewiston, Idaho 83501
Mic Armon, CFP®, AIF®
Phone:
(208) 750-3080
(208) 750-3080
Toll-free:
(866) 363-4554
(866) 363-4554
Pocatello
Private Client Group
305 Yellowstone Avenue
Pocatello, Idaho 83201
Gary Whinery
Phone:
(208) 425-5600
(208) 425-5600
Toll-free:
(888) 708-9718
(888) 708-9718
Stifel | Investment Services Since 1890

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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.