Stephanie Garland Staggs

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 07/2021
  Better Business Bureau
  Springfield, MO
• 08/2021 → 08/2024
  Staggs Financial Services
  Springfield, MO
• 01/2016 → 01/2017
  Ky3/Kspr
  Springfield, MO
• 08/2024 → Present
  Guardian Life Insurance
  Springfield, MO
• 08/2024 → Present
  Park Avenue Securities
  Springfield, MO

Other Businesses

1. Springfield Business Journal, Start Date: 03/25/2024, Address: 5336 S Campbell Ave Ste 200 Springfield, MO 65810-3001, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation, 2. Staggs Financial Services, LLC-owner, Start Date: 3/1/2024, Address: 5336 S. Campbell Ave. Ste 200 Springfield, MO 65810; 03/01/2024, 0 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 3. Back 9 Insurance- Start Date; 03/01/2024; 5336 S. Campbell Ave. Ste 200 Springfield, MO 65810, 10 total hours per month; 10 during securities trading hours, Investment related, Greater than 10% annual compensation, 4) Guest speaker for Staggs Financial Services-Guest speaker to commencement speeches, women's workshops, leadership roles, leadership training and development, Start Date: 06/03/2024, Address: 3372 W. Battlefield St., Springfield, MO 65807, 2 total hours per month; 2 during securities trading hours, Not investment related, Less than 10% annual compensation, 5) Staggs Financial - Group Health Insurance, Start Date: 02/17/2025, Address: 5336 S. Campbell Ave. Ste 200 Springfield, MO 65810; 03/01/2024, 3 total hours per month; 3 during securities trading hours, Investment related, Less than 10% annual compensation, 6) Drury University-Physician Assistant Advisory Board , Nature of Business: University, Start date: 12/01/2025, Address: 900 N Benton Ave, Springfield, MO 65802, Duties: trusted resource for financial literacy questions throughout the program. Participate in student events, panels, and Q&A sessions to enhance accessibility and connection, 1 total hours per month; 1 during securities trading hours, Not investment related, 7) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 03/02/2026, Address: 5336 S Campbell Ave, Ste 200 Springfield, MO, Duties: Insurance other than Guardian 1 total hours per month; 1 during securities trading hours, Investment related,

Exams

• S66 Uniform Combined State Law Examination
  2025-05-19
• S63 Uniform Securities Agent State Law Examination
  2023-10-02

Other Names

• Stephanie Garland Healy