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Stifel Wealth Tracker

For Stifel Access, click here
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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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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

Home > Find a Stifel Advisor > My Search Results

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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
Baxter
Private Client Group
14275 Golf Course Drive, Suite 100
P.O. Box 2946
Baxter, Minnesota 56425
Candy Berghuis
Phone:
(218) 825-8523
(218) 825-8523
Toll-free:
(800) 326-0445
(800) 326-0445
Golden Valley
Private Client Group
5500 Wayzata Blvd.
Suite 400
Golden Valley, Minnesota 55416
Paul Antonenko
Phone:
(763) 542-3700
(763) 542-3700
Toll-free:
(800) 443-8178
(800) 443-8178
Mankato
Private Client Group
112 S Riverfront Dr
Union Depot
Mankato, Minnesota 56001
Mary Conley
Phone:
(507) 625-3127
(507) 625-3127
Toll-free:
(800) 395-3445
(800) 395-3445
Minneapolis
Private Client Group
60 South Sixth Street
Suite 3000
Minneapolis, Minnesota 55402
Paul Antonenko
Phone:
(612) 455-5555
(612) 455-5555
Toll-free:
(800) 444-7884
(800) 444-7884
New Ulm
Private Client Group
710 N. Broadway
New Ulm, Minnesota 56073
Mary Conley
Phone:
(507) 354-8589
(507) 354-8589
Toll-free:
(800) 658-2323
(800) 658-2323
Rochester
Private Client Group
102 S Broadway
Suite 300
Rochester, Minnesota 55904
Daryl Schulz, AIF®, AAMS
Phone:
(507) 288-9622
(507) 288-9622
Toll-free:
(800) 310-6327
(800) 310-6327
St. Cloud
Private Client Group
1010 W. St. Germain St
Suite 400
St. Cloud, Minnesota 56301
Kurt Yelle
Phone:
(320) 253-1300
(320) 253-1300
Toll-free:
(800) 755-1150
(800) 755-1150
Virginia
Private Client Group
505 3rd Street North
P.O. Box 962
Virginia, Minnesota 55792
Candy Berghuis
Phone:
(218) 741-7744
(218) 741-7744
Toll-free:
(800) 662-5705
(800) 662-5705
Walker
Private Client Group
117 Sixth St Unit 7
PO Box 1237
Walker, Minnesota 56484
David Clausen, CFP®
Phone:
(218) 547-3526
(218) 547-3526
Toll-free:
(866) 299-2042
(866) 299-2042
Wayzata
Private Client Group
701 East Lake Street
Suite 300
Wayzata, Minnesota 55391
Paul Antonenko
Phone:
(952) 473-6010
(952) 473-6010
Toll-free:
(866) 288-4123
(866) 288-4123
Stifel | Investment Services Since 1890

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.

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COPYRIGHT © 2022 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.