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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

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
111 South 2nd Street
Suite 110
Mankato, Minnesota 56001
David Wittenberg
Phone:
(507) 625-3127
(507) 625-3127
Toll-free:
(800) 395-3445
(800) 395-3445
New Ulm
Private Client Group
710 N. Broadway
New Ulm, Minnesota 56073
David Wittenberg
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
Paul Antonenko
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