OPEN
Skip to Main Content

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

Download on the App Store Get it on Google Play

Stifel Financial Advisor

Robert Fenton

Robert Fenton
Vice President/Investments

Email email
Phone:
(231) 995-7000
(231) 995-7000
Toll-free:
(800) 235-9031
(800) 235-9031
Traverse City Center
202 E. State Steet, Suite 300
City Center Plaza
Traverse City, Michigan 49684
Get Directions
*
*
*
*

* indicates the field is required


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