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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 Locations Map

Find More Stifel Offices:

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Investment Banking

Public Finance

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Branch Location
Bellevue
Private Client Group
10400 NE 4th Street
Suite 2000
Bellevue, Washington 98004
Mark McClure, AIF®
Andy Campbell
Phone:
(425) 637-3600
(425) 637-3600
Toll-free:
(800) 827-6176
(800) 827-6176
Olympia
Private Client Group
2010 Caton Way SW
Suite 101
Olympia, Washington 98502
Mark Gallinatti
Phone:
(360) 918-7900
(360) 918-7900
Toll-free:
(866) 843-5900
(866) 843-5900
Spokane
Private Client Group
201 West North River Drive
Suite 200
Spokane, Washington 99201
Phone:
(509) 570-5722
(509) 570-5722
Toll-free:
(833) 791-8091
(833) 791-8091
Tacoma
Private Client Group
909 A Street
Suite 800
Tacoma, Washington 98402
Mark Gallinatti
Phone:
(253) 341-4647
(253) 341-4647
Toll-free:
(833) 817-6593
(833) 817-6593
Wenatchee
Private Client Group
One 5th St
Suite 300
Wenatchee, Washington 98801
Roxanne Bryant
Phone:
(509) 663-8604
(509) 663-8604
Toll-free:
(800) 933-5521
(800) 933-5521
Stifel | Investment Services Since 1890

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ALL RIGHTS RESERVED.

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