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Stegner Investment Associates Inc CRD 107480
$2.77B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
233 Breckenridge Lane, Louisville, KY 40207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Financial, Llc | Jeffersonville | IN | 04/2016 | 02/2021 |
| Stegner Investment Associates Inc. | Louisville | KY | 02/2021 | Present |
5/2016 - Independent licensed insurance agent. Investment related, Louisville KY. Life and fixed annuity, currently licensed but not actively selling or contracted with any company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-15 |
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