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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
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Stifel Financial Advisors

Sr. VP/Investments
Boise, Idaho
Boise
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
Branch Manager
Coeur d'Alene, Idaho
Coeur d'Alene
Phone:
(208) 765-7005
(208) 765-7005
Toll-free:
(855) 275-9137
(855) 275-9137
Financial Advisor
Coeur d'Alene, Idaho
Coeur d'Alene
Phone:
(208) 765-7005
(208) 765-7005
Toll-free:
(855) 275-9137
(855) 275-9137
Associate Vice President
Boise, Idaho
Boise
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
First Vice President/Investments
Lewiston, Idaho
Lewiston
Phone:
(208) 750-3080
(208) 750-3080
Toll-free:
(866) 363-4554
(866) 363-4554
Vice President/Investments
Idaho Falls, Idaho
Idaho Falls
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
Assistant Vice President/Investments
Boise, Idaho
Boise
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
Financial Advisor
Ketchum, Idaho
Ketchum
Phone:
(208) 622-8720
(208) 622-8720
Toll-free:
(877) 635-9531
(877) 635-9531
Financial Advisor
Idaho Falls, Idaho
Idaho Falls
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
First Vice President/Investments
Idaho Falls, Idaho
Idaho Falls
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
Financial Advisor
Coeur d'Alene, Idaho
Coeur d'Alene
Phone:
(208) 765-7005
(208) 765-7005
Toll-free:
(855) 275-9137
(855) 275-9137
First Vice President/Investments
Boise, Idaho
Boise
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
Financial Advisor
Idaho Falls, Idaho
Idaho Falls
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
Senior Vice President/Investments
Pocatello, Idaho
Pocatello
Phone:
(208) 425-5600
(208) 425-5600
Toll-free:
(888) 708-9718
(888) 708-9718
Vice President/Investments
Coeur d'Alene, Idaho
Coeur d'Alene
Phone:
(208) 765-7005
(208) 765-7005
Toll-free:
(855) 275-9137
(855) 275-9137
Vice President/Investments
Idaho Falls, Idaho
Idaho Falls
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
Financial Advisor
Idaho Falls, Idaho
Idaho Falls
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
Financial Advisor
Ketchum, Idaho
Ketchum
Phone:
(208) 622-8720
(208) 622-8720
Toll-free:
(877) 635-9531
(877) 635-9531
Vice President/Investments
Boise, Idaho
Boise
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
Senior Vice President/Investments
Boise, Idaho
Boise
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
Financial Advisor
Boise, Idaho
Boise
Phone:
(208) 401-2020
(208) 401-2020
Toll-free:
(855) 299-8675
(855) 299-8675
Sr. VP/Investments
Ketchum, Idaho
Ketchum
Phone:
(208) 622-8720
(208) 622-8720
Toll-free:
(877) 635-9531
(877) 635-9531
Vice President/Investments
Pocatello, Idaho
Pocatello
Phone:
(208) 425-5600
(208) 425-5600
Toll-free:
(888) 708-9718
(888) 708-9718
Financial Advisor
Idaho Falls, Idaho
Idaho Falls
Phone:
(208) 524-6900
(208) 524-6900
Toll-free:
(877) 821-5773
(877) 821-5773
Branch Manager
Ketchum, Idaho
Ketchum
Phone:
(208) 622-8720
(208) 622-8720
Toll-free:
(877) 635-9531
(877) 635-9531
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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