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William Ray Stagner

Stagner Financial Advisory

Edmond, OK

Edmond, OK

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Current Employers
Stagner Financial Advisory

2600 E. Memorial Road, Edmond, OK 73013 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2016-07-11
TX RA APPROVED_RES 2016-06-18
  • OK RA
    APPROVED
    Since 2016-07-11
  • TX RA
    APPROVED_RES
    Since 2016-06-18

Branch Locations

2600 E. Memorial Road, Edmond, OK 73013 • United States

2600 E. Memorial Road, Edmond, OK 73013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stagner Financial Advisory Group Edmond OK 07/2014 Present
Stagner Financial Advisory Group, Llc Edmond OK 06/2016 Present
Sole Proprietor Insurance Agent Edmond OK 01/2003 Present
Legacy Advance Solutions Llc Tulsa OK 08/2016 04/2017
Private Client Services, Llc Louisville KY 08/2016 02/2018
Stagner Financial Advisory Group, Llc Edmond OK 06/2016 06/2019
Bizexits R Us Edmond OK 02/2025 Present
  • 07/2014 → Present
    Stagner Financial Advisory Group
    Edmond, OK
  • 06/2016 → Present
    Stagner Financial Advisory Group, Llc
    Edmond, OK
  • 01/2003 → Present
    Sole Proprietor Insurance Agent
    Edmond, OK
  • 08/2016 → 04/2017
    Legacy Advance Solutions Llc
    Tulsa, OK
  • 08/2016 → 02/2018
    Private Client Services, Llc
    Louisville, KY
  • 06/2016 → 06/2019
    Stagner Financial Advisory Group, Llc
    Edmond, OK
  • 02/2025 → Present
    Bizexits R Us
    Edmond, OK
Previous Registrations
  • 2016-09-13 → 2017-05-23
    Legacy Advance Solutions Llc
    Stillwater, OK
  • 2014-07-15 → 2016-08-16
    Vsr Financial Services, Inc.
    Overland Park, KS
    Oklahoma City, OK
    Tulsa, OK
  • 2012-05-22 → 2014-07-21
    Tulsa, OK
    Tulsa, OK
  • 2010-01-08 → 2011-04-21
    Woodbury Financial Services, Inc.
    Oklahoma City, OK
  • 2009-06-17 → 2010-01-05
    Edmond, OK
    Cincinnati, OH
Other Businesses

(1) RAY STAGNER DBA STAGNER FINANCIAL ADVISORY GROUP; INVESTMENT RELATED; EDMOND, OK; FIXED AND TRADITIONAL INSURANCE SALES; AGENT; BEGAN AUGUST 2011; APPROXIMATELY 5 HOURS PER WEEK AND DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. (2) RAY STAGNER; NOT INVESTMENT RELATED; COMPETITIVE FISHING; COMPETITIVE FISHERMAN; BEGAN MARCH 2013; APPROXIMATELY 10 HOURS PER MONTH, NONE DURING TRADING HOURS; COMPETITIVE FISHERMAN. (3) W RAY STAGNER; NOT INVESTMENT RELATED; EDMOND, OK 74136; LTC, MEDICARE SUPPLEMENTS; 02/12/2015; 4 HOURS PER MONTH; MAY OFFER LTC OR MEDICARE SUPPLEMENTS TO CLIENTS AS NEEDED. (4) STAGNER HOLDINGS, LLC; MANAGER/PERSONAL REAL ESTATE HOLDINGS; 01/2015. (5) TREEK, LLC;OWNER/PERSONAL REAL ESTATE HOLDINGS; 04/2017. (6) BizExits R Us; Owner/Business Valuation Snapshot Services; 02/2025

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-09-19
  • S63 Uniform Securities Agent State Law Examination
    2003-09-19
Designations
Other Names
  • William Ray Stagner
  • Ray Stagner
  • William R Stagner

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