Stegner Investment Associates Inc.

Stegner Investment Associates Inc. (CRD# 107480) is a financial advisory firm headquartered in Louisville, KY. They manage $1,177,887,012 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,178
    MILLION
  • 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
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 - 6 of 6 top financial advisors.
1
Brandon Dant
CRD#: 6919793
233 Breckenridge Lane, Louisville, KY 40207

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.

2
Hannah W. English
CRD#: 6503941
233 Breckenridge Lane, Louisville, KY 40207

Hannah English (CRD# 6503941) 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.

3
Elizabeth S. Peabody
CRD#: 2488182
,

Elizabeth Peabody (CRD# 2488182) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in , and has over 26 years of experience in the finance industry.

4
Ruth W. Trautwein
CRD#: 4683137
233 Breckenridge Lane, Louisville, KY 40207

Ruth Trautwein (CRD# 4683137) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has over 15 years of experience in the finance industry.

5
Tracey G. Trosper
CRD#: 2916915
233 Breckenridge Lane, Louisville, KY 40207

Tracey Trosper (CRD# 2916915) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has over 23 years of experience in the finance industry.

6
Leslie R. Shockley
CRD#: 7206183
233 Breckenridge Lane, Louisville, KY 40207

Leslie Shockley (CRD# 7206183) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has over 3 years of experience in the finance industry.

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