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).

Current Firm Details
233 Breckenridge Lane, Louisville, KY 40207
http://www.stegnerinvestments.com
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, financial advisor Louisville KY
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 English, financial advisor Louisville KY
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 Peabody, financial advisor
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 Trautwein, financial advisor Louisville KY
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 Trosper, financial advisor Louisville KY
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 Shockley, financial advisor Louisville KY
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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