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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.

Stifel Wealth Tracker can help you:

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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.

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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
Ames
Private Client Group
515 Grand Ave
Suite 201
Ames, Iowa 50010
Mitchel Peterson, AAMS
Phone:
(515) 233-4064
(515) 233-4064
Toll-free:
(800) 383-3579
(800) 383-3579
Atlantic
Private Client Group
301 Chestnut Street
Atlantic, Iowa 50022
Wayne Breyfogle
Phone:
(712) 243-5500
(712) 243-5500
Toll-free:
(800) 442-5887
(800) 442-5887
Clive
Private Client Group
1370 NW 114th Street
Suite 200
Clive, Iowa 50325
Kyle Owens
Phone:
(515) 410-8000
(515) 410-8000
Toll-free:
(866) 231-2591
(866) 231-2591
Mason City
Private Client Group
7 North Federal Avenue
Mason City, Iowa 50401
Mary Conley
Phone:
(641) 423-2323
(641) 423-2323
Toll-free:
(800) 955-6650
(800) 955-6650
Sioux City
Private Client Group
700 4th St
Suite 100
Sioux City, Iowa 51101
Korey Kletschke, CFP®, ChFC®
Phone:
(712) 252-6920
(712) 252-6920
Toll-free:
(800) 444-3806
(800) 444-3806
Storm Lake
Private Client Group
304 E 5th St
Storm Lake, Iowa 50588
Bradford Beukelman
Phone:
(712) 732-2663
(712) 732-2663
Toll-free:
(800) 677-6500
(800) 677-6500
Waterloo
Private Client Group
173 W 4th St
Waterloo, Iowa 50701
Chuck Shirey
Phone:
(319) 233-3400
(319) 233-3400
Toll-free:
(800) 333-8797
(800) 333-8797