Brandon Dant (CRD# 6919793) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has over 5 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stegner Investment Associates, Inc. | Louisville, KY | Oct 2019 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- KY
-
Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts744ACCOUNTS
-
Average Account Value$2,848,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, KY, TX
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