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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
Anderson
Private Client Group
800 Main Street
Suite 400
Anderson, Indiana 46016
Steve Warner
Phone:
(765) 649-2339
(765) 649-2339
Toll-free:
(888) 767-7581
(888) 767-7581
Crown Point
Private Client Group
10550 Broadway
Crown Point, Indiana 46307
Craig Slosson
Phone:
(219) 756-0100
(219) 756-0100
Toll-free:
(800) 785-0470
(800) 785-0470
Elkhart
Private Client Group
200 NIBCO Parkway
Suite 300
Elkhart, Indiana 46516
Brian Z Borger, CIMA
Phone:
(574) 293-2202
(574) 293-2202
Toll-free:
(855) 275-9141
(855) 275-9141
Evansville
Private Client Group
3000 E. Morgan Ave.
Suite A
Evansville, Indiana 47711
Malcolm Frost, APMA
Phone:
(812) 475-9353
(812) 475-9353
Toll-free:
(855) 567-8337
(855) 567-8337
Fort Wayne
Private Client Group
7030 Pointe Inverness Way
Suite 310
Fort Wayne, Indiana 46804
Malcolm Frost, APMA
Phone:
(260) 459-3989
(260) 459-3989
Toll-free:
(888) 530-3889
(888) 530-3889
Indianapolis NW
Private Client Group
600 E. 96th Street
Suite 575
Indianapolis, Indiana 46240
Malcolm Frost, APMA
Phone:
(317) 571-4600
(317) 571-4600
Toll-free:
(800) 382-4353
(800) 382-4353
Indianapolis
Private Client Group
8900 Keystone Crossing
Suite 300
Indianapolis, Indiana 46240
Ted Sturges
Malcolm Frost, APMA
Phone:
(317) 706-1420
(317) 706-1420
Toll-free:
(866) 804-7682
(866) 804-7682
Lafayette
Private Client Group
250 Main Street
Suite 530
Lafayette, Indiana 47901
Malcolm Frost, APMA
Phone:
(765) 423-5621
(765) 423-5621
Toll-free:
(800) 382-7689
(800) 382-7689
Muncie
Private Client Group
3591 N. Briarwood Lane
Muncie, Indiana 47304
Malcolm Frost, APMA
Phone:
(765) 284-9791
(765) 284-9791
Toll-free:
(800) 786-6930
(800) 786-6930
South Bend
Private Client Group
130 South Main Street
Suite 110
South Bend, Indiana 46601
Brian Z Borger, CIMA
Phone:
(574) 288-3040
(574) 288-3040
Toll-free:
(866) 718-0809
(866) 718-0809
Zionsville
Private Client Group
1620 West Oak Street
Suite 101
Zionsville, Indiana 46077
Malcolm Frost, APMA
Phone:
(317) 732-2232
(317) 732-2232
Toll-free:
(800) 977-5230
(800) 977-5230