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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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