OPEN

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

Download Stifel Wealth Tracker

Download on the App Store Get it on Google Play
Stifel | Our Story×

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

Stifel Financial Advisors
First Vice President/Investments
Topeka, Kansas
Topeka
Phone:
(785) 271-1300
(785) 271-1300
Toll-free:
(800) 657-7251
(800) 657-7251
Financial Advisor
Topeka, Kansas
Topeka
Phone:
(785) 271-1300
(785) 271-1300
Toll-free:
(800) 657-7251
(800) 657-7251
Branch Manager
Sarasota, Florida
Sarasota
Phone:
(941) 366-5443
(941) 366-5443
Toll-free:
(888) 400-0018
(888) 400-0018
Sr. VP/Investments
Venice, Florida
Venice, FL
Phone:
(941) 218-5687
(941) 218-5687
Toll-free:
(833) 817-6596
(833) 817-6596
Sr. VP/Investments
Hauppauge, New York
Hauppauge
Phone:
(631) 360-5700
(631) 360-5700
Toll-free:
(866) 706-7771
(866) 706-7771
*
*
*
*

* indicates the field is required


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
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.

Form CRS FINRA BrokerCheck

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.