Unclaimed Profile

Tracey Gallimore Trosper

STEGNER INVESTMENT ASSOCIATES INC·LOUISVILLE, Kentucky

Series 65Clean record19 years registeredSTEGNER INVESTMENT ASSOCIATES INC

233 BRECKENRIDGE LANE, LOUISVILLE, KY 40207-3858CRD# 2916915Firm CRD# 107480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tracey Gallimore Trosper · LOUISVILLE, KY

Registration

CRD #2916915 · STEGNER INVESTMENT ASSOCIATES INC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEGNER INVESTMENT ASSOCIATES INC

STEGNER INVESTMENT ASSOCIATES INC

Mar 2007 – Dec 2021

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 19, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEGNER INVESTMENT ASSOCIATES INC

CRD 107480 · SEC 801-46803

AUM

$2.1B

Regulatory assets under management

Employees

744 client accounts

Services offered by STEGNER INVESTMENT ASSOCIATES INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEGNER INVESTMENT ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Tracey Gallimore Trosper offer?

Tracey Gallimore Trosper specializes in Investment Management, Wealth Management.

What are Tracey Gallimore Trosper's credentials?

Tracey Gallimore Trosper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tracey Gallimore Trosper located?

Tracey Gallimore Trosper is based in LOUISVILLE, Kentucky, last registered with STEGNER INVESTMENT ASSOCIATES INC.

How does Tracey Gallimore Trosper charge for services?

Tracey Gallimore Trosper'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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