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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 Location
Ann Arbor
Private Client Group
900 Victors Way
Suite 150
Ann Arbor, Michigan 48108
Rex Stanczak
Phone:
(734) 213-5103
(734) 213-5103
Toll-free:
(888) 280-3560
(888) 280-3560
Bay City, MI PCG
Private Client Group
916 Washington Avenue
Suite 315
Bay City, Michigan 48708
Michelle Stebbins
Phone:
(989) 414-1750
(989) 414-1750
Toll-free:
(833) 791-8093
(833) 791-8093
Birmingham, MI
Private Client Group
139 South Old Woodward
Birmingham, Michigan 48009
Jon Uffelman
Phone:
(248) 731-0940
(248) 731-0940
Toll-free:
(866) 354-2232
(866) 354-2232
Bloomfield Hills, MI PCG
Private Client Group
39533 Woodward Ave
Suite 210
Bloomfield Hills, Michigan 48304
Rick Hueter
Phone:
(248) 530-9785
(248) 530-9785
Toll-free:
(888) 705-2362
(888) 705-2362
Flint, MI
Private Client Group
5400 Gateway Center
Suite A
Flint, Michigan 48507
Keith Holzwarth
Phone:
(810) 249-6028
(810) 249-6028
Toll-free:
(844) 877-1325
(844) 877-1325
Grand Haven
Private Client Group
One South Harbor Avenue
Grand Haven, Michigan 49417
Molly McMillen Miles
Phone:
(616) 846-3620
(616) 846-3620
Toll-free:
(800) 327-9010
(800) 327-9010
Grand Rapids Downtown
Private Client Group
250 Pearl Street
Suite 200
Grand Rapids, Michigan 49503
Michelle Stebbins
Phone:
(616) 827-4640
(616) 827-4640
Toll-free:
(844) 265-9678
(844) 265-9678
Grand Rapids
Private Client Group
5181 Cascade Road SE
Grand Rapids, Michigan 49546
Paul Drueke
Phone:
(616) 942-1717
(616) 942-1717
Toll-free:
(800) 676-0477
(800) 676-0477
Grosse Pointe
Private Client Group
17000 Kercheval
Suite 240
Grosse Pointe, Michigan 48230
Michael Vaughn
Phone:
(313) 886-4493
(313) 886-4493
Toll-free:
(888) 767-7568
(888) 767-7568
Holland, MI
Private Client Group
99 East 8th Street
4th Floor
Holland, Michigan 49423
Mark Zichterman, RICP, AAMS
Phone:
(616) 499-8571
(616) 499-8571
Midland, MI
Private Client Group
415 Rodd Street
Suite 1
Midland, Michigan 48640
Doak Stolz, CFP®
Phone:
(989) 941-3501
(989) 941-3501
Toll-free:
(866) 206-2904
(866) 206-2904
Okemos
Private Client Group
3590 Okemos Road
Okemos, Michigan 48864
Ryan Carter, AIF
Phone:
(517) 333-3576
(517) 333-3576
Toll-free:
(800) 266-5764
(800) 266-5764
Owosso
Private Client Group
1865 East M 21
Owosso, Michigan 48867
David Hood, AAMS®
Phone:
(989) 494-5474
(989) 494-5474
Toll-free:
(888) 896-8883
(888) 896-8883
Port Huron
Private Client Group
1430 Military Street
Suite #2
Port Huron, Michigan 48060
Steve Disser
Ted Korodan
Phone:
(810) 989-7950
(810) 989-7950
Toll-free:
(877) 892-9466
(877) 892-9466
Portage
Private Client Group
950 Trade Centre Way
Suite 305
Portage, Michigan 49002
Philip Tatchell
Phone:
(269) 384-5024
(269) 384-5024
Toll-free:
(888) 481-0002
(888) 481-0002
Rochester, MI
Private Client Group
321 East 2nd Street
Suite 100
Rochester, Michigan 48307
David Smith, CFP®, AAMS®
Phone:
(248) 759-5475
(248) 759-5475
Toll-free:
(877) 821-5774
(877) 821-5774
Southfield
Private Client Group
28411 Northwestern Highway
Suite 1000
Southfield, Michigan 48034
Michelle Stebbins
Phone:
(248) 663-7200
(248) 663-7200
Toll-free:
(844) 877-1322
(844) 877-1322
St. Clair, MI
Private Client Group
201 N Riverside Ave
Ste E-7
Saint Clair, Michigan 48079
Michelle Stebbins
Phone:
(810) 637-4663
(810) 637-4663
Toll-free:
(800) 792-9327
(800) 792-9327
St. Joseph
Private Client Group
4097 Hollywood Road
St. Joseph, Michigan 49085
Craig Herrington, AAMS
Phone:
(269) 983-7300
(269) 983-7300
Toll-free:
(855) 273-2580
(855) 273-2580
Traverse City Center
Private Client Group
202 E. State Steet, Suite 300
City Center Plaza
Traverse City, Michigan 49684
Buz Zamarron
Phone:
(231) 995-7000
(231) 995-7000
Toll-free:
(800) 235-9031
(800) 235-9031