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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
Private Client Group
4321 W. College Ave.
Ste. 108
Appleton, Wisconsin 54914
Nick Corrente
Phone:
(920) 735-9511
(920) 735-9511
Brookfield
Private Client Group
18000 West Sarah Lane
Suite 180
Brookfield, Wisconsin 53045
Kerry Lapp
Phone:
(262) 794-1000
(262) 794-1000
Toll-free:
(877) 794-0600
(877) 794-0600
Eau Claire
Private Client Group
3704 Oakwood Hills Parkway
Eau Claire, Wisconsin 54701
Randolph Sinz
Phone:
(715) 852-1990
(715) 852-1990
Toll-free:
(800) 333-6006
(800) 333-6006
Green Bay
Private Client Group
200 S. Washington St.
Green Bay, Wisconsin 54301
David Priest
Phone:
(920) 437-2555
(920) 437-2555
Toll-free:
(888) 798-2555
(888) 798-2555
Janesville
Private Client Group
22 S. Jackson St.
Janesville, Wisconsin 53548
Nathan Farr, CFP®, MBA
Phone:
(608) 305-6000
(608) 305-6000
Toll-free:
(844) 877-1323
(844) 877-1323
La Crosse
Private Client Group
201 Main Street
Suite 101
La Crosse, Wisconsin 54601
William Pritchard, AAMS
Phone:
(608) 785-1727
(608) 785-1727
Toll-free:
(800) 444-0578
(800) 444-0578
Madison
Private Client Group
8010 Excelsior Dr.
Suite 300
Madison, Wisconsin 53717
Nathan Farr, CFP®, MBA
Phone:
(608) 241-9516
(608) 241-9516
Toll-free:
(888) 226-2213
(888) 226-2213
Mequon South
Private Client Group
11201 North Port Washington Rd.
Mequon, Wisconsin 53092
William Morse, CFP®
Phone:
(262) 241-5988
(262) 241-5988
Toll-free:
(800) 418-8353
(800) 418-8353
Mequon
Private Client Group
1249 W. Liebau Road
Suite 250
Mequon, Wisconsin 53092
Bruce Loder
Phone:
(262) 243-3125
(262) 243-3125
Toll-free:
(888) 767-7538
(888) 767-7538
Racine
Private Client Group
5439 Durand Ave
Suite 240
Racine, Wisconsin 53406
Kerry Lapp
Phone:
(262) 554-4660
(262) 554-4660
Toll-free:
(888) 784-3352
(888) 784-3352
Rhinelander
Private Client Group
3610 Highway 47 North
Rhinelander, Wisconsin 54501
David Holperin
Phone:
(715) 362-1719
(715) 362-1719
Toll-free:
(866) 950-5520
(866) 950-5520
Sheboygan
Private Client Group
2124 Kohler Memorial Drive
Suite 205
Sheboygan, Wisconsin 53081
Matt Andrews, MBA
Phone:
(920) 458-7751
(920) 458-7751
Toll-free:
(800) 545-1537
(800) 545-1537
Waukesha
Private Client Group
W233 N2080 Ridgeview Pkwy
Suite 202
Waukesha, Wisconsin 53188
Steve Luterbach, CRPC, CFS
Phone:
(262) 955-6920
(262) 955-6920
Toll-free:
(800) 236-2776
(800) 236-2776
Wausau
Private Client Group
One Corporate Drive
Suite 602
Wausau, Wisconsin 54401
Nick Corrente
Phone:
(715) 848-2911
(715) 848-2911
Toll-free:
(800) 444-3801
(800) 444-3801
West Bend
Private Client Group
125 E. Water Street
West Bend, Wisconsin 53095
Matt Andrews, MBA
Phone:
(262) 338-5889
(262) 338-5889
Toll-free:
(800) 487-3660
(800) 487-3660