Stegner Investment Associates Inc.

Stegner Investment Associates Inc. (CRD# 107480) is a financial advisory firm headquartered in Louisville, KY. They manage $2,119,435,054 in 744 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
233 Breckenridge Lane, Louisville, KY 40207
https://www.linkedin.com/company/stegner-investment-associates-inc-/mycompany/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    2,119
    MILLION
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $2,848,703
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, KY, TX

Financial Advisors at Stegner Investment Associates Inc.
Showing 1 - 4 of 4 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 5 years of experience in the finance industry.

2
Elizabeth Peabody, financial advisor Louisville KY
Elizabeth S. Peabody
CRD#: 2488182
233 Breckenridge Lane, Louisville, KY 40207

Elizabeth Peabody (CRD# 2488182) is an Investment Advisor Representative working at Stegner Investment Associates Inc. in Louisville, KY and has over 29 years of experience in the finance industry.

3
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 19 years of experience in the finance industry.

4
Andre McLean, financial advisor Louisville KY
Andre L. McLean
CRD#: 6647416
233 Breckenridge Lane, Louisville, KY 40207

Andre McLean (CRD# 6647416) 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.

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.

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