Brandon Dant, financial advisor Louisville KY

Brandon Dant

CRD Number: 6919793
Current Firm: Stegner Investment Associates Inc.

Brandon Dant (CRD# 6919793) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has over 2 years of experience in the finance industry.

Similar Advisors
Colleen Abate, financial advisor Louisville KY
Colleen K. Abate
CRD# 6729610
Ameriprise Financial Services, LLC
Similar Advisors
Michael Abell, financial advisor Louisville KY
Michael C. Abell
CRD# 6468102
Wells Fargo Clearing Services, LLC
Similar Advisors
Randa Abner-Peden, financial advisor Louisville KY
Randa P. Abner-Peden
CRD# 4383251
Morgan Stanley
Company Name Location Dates Years
Stegner Investment Associates, Inc. Louisville, KY Oct 2019 - Current 1
Robert W. Baird & Company Incorporated Louisville, KY Oct 2019 - Oct 2019 < 1
J.j.b. Hilliard Wl Lyons, LLC Louisville, KY Aug 2018 - Oct 2019 1
Jjb Hilliard Wl Lyons LLC Louisville, KY Feb 2018 - Aug 2018 < 1
Robert Half Fbo Hilliard Lyons Louisville, KY Oct 2017 - Feb 2018 < 1
Atria Senior Living Louisville, KY Dec 2016 - Sep 2017 < 1
Attria Senior Living Louisville, KY Oct 2016 - Dec 2016 < 1
Coals Artisan Pizza Louisville, KY May 2015 - Nov 2016 1
Owl Creek Country Club Anchorage, KY Apr 2015 - Jul 2015 < 1
Harding Shymanski & Co Louisville, KY Jan 2015 - Apr 2015 < 1
Owl Creek Country Club Anchorage, KY Aug 2010 - Jan 2015 4
The Catering Company Louisville, KY Jun 2013 - Nov 2014 1
Student Louisville, KY May 2008 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Brandon Dant
Phone Number: 502-895-0122
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    1,178
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $7,599,271
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

KY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.