Home
›
Firms
›
STEGNER INVESTMENT ASSOCIATES INC
STEGNER INVESTMENT ASSOCIATES INC
LOUISVILLE, Kentucky
·
6 registered advisors
·
CRD# 107480
SEC# 801-46803
0
502-895-0122
01
Firm Overview
AUM
$2.1B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at STEGNER INVESTMENT ASSOCIATES INC
6 registered advisors
Douglas Dare Peabody
LOUISVILLE, Kentucky
CRD# 1422879
Elizabeth Stegner Peabody
LOUISVILLE, Kentucky
CRD# 2488182
John Evers
LOUISVILLE, Kentucky
CRD# 6219332
Melissa Stegner Vella
LOUISVILLE, Kentucky
CRD# 7352060
Ruth Wimsatt Trautwein
LOUISVILLE, Kentucky
CRD# 4683137
Tracey Gallimore Trosper
LOUISVILLE, Kentucky
CRD# 2916915
05
Office Locations
LOUISVILLE, Kentucky
6 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. STEGNER INVESTMENT ASSOCIATES INC (CRD# 107480) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.