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Stifel Wealth Tracker

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

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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
Lawton
Private Client Group
3908 NW Elm Ave
Ste 300
Lawton, Oklahoma 73505
Brendan Wolverton
Phone:
(580) 350-3816
(580) 350-3816
Toll-free:
(833) 791-8090
(833) 791-8090
Oklahoma City
Private Client Group
6301 Waterford Boulevard
Suite 300
Oklahoma City, Oklahoma 73118
Tom Cotrone
Phone:
(405) 842-0402
(405) 842-0402
Toll-free:
(866) 779-2728
(866) 779-2728
Tulsa
Private Client Group
2100 South Utica Avenue
Suite 100
Tulsa, Oklahoma 74114
Jay Dickenson, CFP®, CIMA
Don Farabough
Phone:
(918) 877-3361
(918) 877-3361
Toll-free:
(866) 431-1516
(866) 431-1516