Stagner Financial Advisory

Stagner Financial Advisory (CRD# 284305) is a financial advisory firm headquartered in Edmond, OK. They manage $75,000,000 in 372 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $201,613
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Stagner Financial Advisory
Showing 1 - 4 of 4 top financial advisors.
1
William R. Stagner
CRD#: 4693679
2600 E. Memorial Road, Edmond, OK 73013
96
Wealthminder
score

William Stagner (CRD# 4693679) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has over 14 years of experience in the finance industry.

2
Cole D. Newby
CRD#: 1541446
2600 E. Memorial Road, Edmond, OK 73013
93
Wealthminder
score

Cole Newby (CRD# 1541446) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has over 31 years of experience in the finance industry.

3
Tracy L. Stagner
CRD#: 4798676
2600 E. Memorial Road, Edmond, OK 73013
93
Wealthminder
score

Tracy Stagner (CRD# 4798676) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has over 13 years of experience in the finance industry.

4
Timothy W. Delpha
CRD#: 6406914
2600 E. Memorial Road, Edmond, OK 73013
88
Wealthminder
score

Timothy Delpha (CRD# 6406914) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has 1 year of experience in the finance industry.

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