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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 Location
Canfield
Private Client Group
3685 Stutz Dr.
Suite 201
Canfield, Ohio 44406
Stephen VanSuch, CFP, CPFA
Phone:
(330) 599-5940
(330) 599-5940
Toll-free:
(800) 619-7274
(800) 619-7274
Canfield (West)
Private Client Group
6575 Seville Drive
Canfield, Ohio 44406
Ralph Fajack
Phone:
(330) 533-7191
(330) 533-7191
Toll-free:
(800) 245-0333
(800) 245-0333
Canton Belden
Private Client Group
3951 Convenience Circle NW
Suite 200
Canton, Ohio 44718
Eric Johnson
Phone:
(330) 823-7666
(330) 823-7666
Toll-free:
(800) 229-9425
(800) 229-9425
Canton
Private Client Group
220 Market Avenue South
Suite 420
Canton, Ohio 44702
David Cornet
Phone:
(330) 454-5390
(330) 454-5390
Toll-free:
(866) 431-5454
(866) 431-5454
Cincinnati Downtown
Private Client Group
221 East Fourth Street
Suite 2800
Cincinnati, Ohio 45202
Tom Lieser, CFP
Phone:
(513) 904-6500
(513) 904-6500
Toll-free:
(877) 756-0141
(877) 756-0141
Cincinnati
Private Client Group
9999 Carver Road
Suite 350
Blue Ash, Ohio 45242
Guy Richardson
Phone:
(513) 794-0030
(513) 794-0030
Toll-free:
(800) 298-5667
(800) 298-5667
Columbus 120
Private Client Group
4449 Easton Way
Suite 120
Columbus, Ohio 43219
Lynn Heatwole, AAMS
Phone:
(614) 232-2100
(614) 232-2100
Toll-free:
(866) 639-0259
(866) 639-0259
Dayton
Private Client Group
10050 Innovation Drive
Suite 300
Miamisburg, Ohio 45342
Guy Richardson
Phone:
(937) 847-8214
(937) 847-8214
Toll-free:
(866) 590-6036
(866) 590-6036
Dublin
Private Client Group
6636 Longshore Street
Suite 280
Dublin, Ohio 43017
Kurt Schlemitz
Phone:
(614) 789-9354
(614) 789-9354
Toll-free:
(877) 875-9352
(877) 875-9352
Fairlawn
Private Client Group
3600 Embassy Pkwy
Suite 200
Fairlawn, Ohio 44333
Rich Comstock, AIF
Phone:
(330) 668-6257
(330) 668-6257
Toll-free:
(866) 522-3849
(866) 522-3849
Lancaster
Private Client Group
109 East Main Street
Suite 308
Lancaster, Ohio 43130
James Culver
Phone:
(740) 654-5996
(740) 654-5996
Toll-free:
(888) 632-0028
(888) 632-0028
Lima
Private Client Group
3654 Allentown Road
Lima, Ohio 45807
Guy Richardson
Phone:
(419) 227-3331
(419) 227-3331
Toll-free:
(800) 321-1452
(800) 321-1452
Marion
Private Client Group
1101 Mt. Vernon Ave
Marion, Ohio 43302
Daniel Wigton
Phone:
(740) 386-6911
(740) 386-6911
Toll-free:
(888) 345-5699
(888) 345-5699
Marysville
Private Client Group
120 S. Main St
Suite A
Marysville, Ohio 43040
Kurt Schlemitz
Phone:
(937) 644-8686
(937) 644-8686
Toll-free:
(866) 903-8686
(866) 903-8686
Pepper Pike
Private Client Group
30050 Chagrin Blvd.
Suite 300
Pepper Pike, Ohio 44124
Stephen VanSuch, CFP, CPFA
Phone:
(216) 593-7400
(216) 593-7400
Toll-free:
(800) 225-8520
(800) 225-8520
Salem
Private Client Group
PO Box 448
100 S. Broadway 2nd Floor
Salem, Ohio 44460
Kim Smith
Phone:
(330) 337-9911
(330) 337-9911
Toll-free:
(800) 394-9425
(800) 394-9425
Sandusky
Private Client Group
205 West Water Street
Sandusky, Ohio 44870
Kurt Schlemitz
Phone:
(419) 625-5432
(419) 625-5432
Toll-free:
(888) 206-0702
(888) 206-0702
Westlake
Private Client Group
27476 Detroit Road
Suite 200
Westlake, Ohio 44145
H. Robert Gerlach, AAMS
Phone:
(440) 835-4170
(440) 835-4170
Toll-free:
(866) 877-0010
(866) 877-0010
Wooster
Private Client Group
121 North Market Street
Suite 500
Wooster, Ohio 44691
Rich Comstock, AIF
Phone:
(234) 249-1120
(234) 249-1120
Toll-free:
(800) 971-7266
(800) 971-7266
Zanesville
Private Client Group
1099 Colony Drive
Zanesville, Ohio 43701
Lynn Heatwole, AAMS
Phone:
(740) 588-4600
(740) 588-4600
Toll-free:
(855) 299-8679
(855) 299-8679