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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
Alton
Private Client Group
121 Market Street
Alton, Illinois 62002
Rod Vaught
Phone:
(618) 463-4697
(618) 463-4697
Toll-free:
(800) 819-7254
(800) 819-7254
Barrington
Private Client Group
257 East Main Street
Suite 100
Barrington, Illinois 60010
Chris Kolososki
Phone:
(847) 886-8642
(847) 886-8642
Toll-free:
(800) 659-2168
(800) 659-2168
Bourbonnais
Private Client Group
875 Main Street NW
Bourbonnais, Illinois 60914
Zach Birkey, CFP
Phone:
(815) 614-5760
(815) 614-5760
Toll-free:
(833) 791-8092
(833) 791-8092
Chicago
Private Client Group
70 West Madison Street
Suite 2500
Chicago, Illinois 60602
Peter Nazos
Phone:
(312) 454-3800
(312) 454-3800
Toll-free:
(800) 745-7110
(800) 745-7110
Chicago Wacker
Private Client Group
1 N. Wacker Dr.
Suite 3400
Chicago, Illinois 60606
William Scherr
Phone:
(312) 564-8651
(312) 564-8651
Toll-free:
(844) 735-9470
(844) 735-9470
Decatur
Private Client Group
415 N. Franklin
Decatur, Illinois 62523
James Livasy
Phone:
(217) 429-4290
(217) 429-4290
Toll-free:
(800) 829-2827
(800) 829-2827
Edwardsville
Private Client Group
600 Country Club View
Suite 5
Edwardsville, Illinois 62025
Rod Vaught
Phone:
(618) 659-3780
(618) 659-3780
Toll-free:
(888) 267-7978
(888) 267-7978
Galesburg
Private Client Group
1181 N. Henderson St.
Galesburg, Illinois 61401
Dan Griminger, CFP®
Phone:
(309) 315-6166
(309) 315-6166
Toll-free:
(855) 299-8673
(855) 299-8673
Jacksonville
Private Client Group
1170 Wall Street
Jacksonville, Illinois 62650
Michael Lansden, AAMS, AIF®
Phone:
(217) 243-8060
(217) 243-8060
Toll-free:
(866) 779-2723
(866) 779-2723
Lake Forest
Private Client Group
100 North Field Drive
Suite 340
Lake Forest, Illinois 60045
Chris Kolososki
Phone:
(847) 615-0677
(847) 615-0677
Toll-free:
(800) 816-5616
(800) 816-5616
Naperville
Private Client Group
263 Shuman Blvd
Suite 130
Naperville, Illinois 60563
Christopher Patterson, CFP®
Phone:
(630) 845-7900
(630) 845-7900
Toll-free:
(800) 238-3712
(800) 238-3712
O'Fallon
Private Client Group
475 Regency Park
Suite 250
O'Fallon, Illinois 62269
Phone:
(618) 233-5685
(618) 233-5685
Toll-free:
(800) 488-5685
(800) 488-5685
Orland Park
Private Client Group
10310 Orland Parkway
Suite 104
Orland Park, Illinois 60467
Chris Kolososki
Phone:
(708) 390-5900
(708) 390-5900
Toll-free:
(800) 998-9040
(800) 998-9040
Quincy
Private Client Group
3825 Maine Street
Quincy, Illinois 62305
James Citro
Phone:
(217) 228-0053
(217) 228-0053
Toll-free:
(866) 498-6781
(866) 498-6781
Rockford
Private Client Group
6952 Rote Road
Suite #100, Perryville at Rote Road
Rockford, Illinois 61107
Chris Kolososki
Phone:
(815) 654-5500
(815) 654-5500
Toll-free:
(888) 699-8019
(888) 699-8019
Springfield
Private Client Group
3201 West White Oaks Drive
Suite 102
Springfield, Illinois 62704
Dan Griminger, CFP®
Phone:
(217) 726-0875
(217) 726-0875
Toll-free:
(866) 779-2409
(866) 779-2409
Waterloo South
Private Client Group
113 South Main St.
Waterloo, Illinois 62298
Phone:
(618) 939-2001
(618) 939-2001
Toll-free:
(800) 975-3701
(800) 975-3701