Stegner Investment Associates Inc.

Stegner Investment Associates Inc. (CRD# 107480) is a financial advisory firm headquartered in Louisville, KY. They manage $768,412,845 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    768
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $5,956,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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.

KY

Financial Advisors at Stegner Investment Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Elizabeth S. Peabody
CRD#: 2488182
,
93
Wealthminder
score

Elizabeth Peabody (CRD# 2488182) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in , and has over 24 years of experience in the finance industry.

2
Ruth W. Trautwein
CRD#: 4683137
233 Breckenridge Lane, Louisville, KY 40207
93
Wealthminder
score

Ruth Trautwein (CRD# 4683137) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has over 13 years of experience in the finance industry.

3
Tracey G. Trosper
CRD#: 2916915
233 Breckenridge Lane, Louisville, KY 40207
93
Wealthminder
score

Tracey Trosper (CRD# 2916915) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has over 20 years of experience in the finance industry.

4
Ava L. Jackie
CRD#: 6753954
233 Breckenridge Lane, Louisville, KY 40207
87
Wealthminder
score

Ava Jackie (CRD# 6753954) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has 1 year of experience in the finance industry.

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