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Elizabeth Stegner Peabody

STEGNER INVESTMENT ASSOCIATES INC·LOUISVILLE, Kentucky
Clean recordSTEGNER INVESTMENT ASSOCIATES INC
233 BRECKENRIDGE LANE, LOUISVILLE, KY 40207CRD# 2488182Firm CRD# 107480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Stegner Peabody · LOUISVILLE, KY
Registration
CRD #2488182 · STEGNER INVESTMENT ASSOCIATES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Stegner Peabody is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with STEGNER INVESTMENT ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
STEGNER INVESTMENT ASSOCIATES INC
STEGNER INVESTMENT ASSOCIATES INC
AUM
$2.1B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at STEGNER INVESTMENT ASSOCIATES INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2488182
Firm CRD# 107480
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Stegner Peabody offer?
Elizabeth Stegner Peabody specializes in Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Elizabeth Stegner Peabody's credentials?
Elizabeth Stegner Peabody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Stegner Peabody located?
Elizabeth Stegner Peabody is based in LOUISVILLE, Kentucky, working with STEGNER INVESTMENT ASSOCIATES INC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Elizabeth Stegner Peabody charge for services?
Elizabeth Stegner Peabody's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEGNER INVESTMENT ASSOCIATES INC?
STEGNER INVESTMENT ASSOCIATES INC has approximately 11 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEGNER INVESTMENT ASSOCIATES INC

John Evers
LOUISVILLE, KY
Melissa Stegner Vella
LOUISVILLE, KY
Tracey Gallimore Trosper
LOUISVILLE, KY
Douglas Dare Peabody
LOUISVILLE, KY
Ruth Wimsatt Trautwein
LOUISVILLE, KY

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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
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Research
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