Stegner Investment Associates Inc
Legal Name: STEGNER INVESTMENT ASSOCIATES INC
Full Contact Details
Stegner Investment Associates Inc
233 BRECKENRIDGE LANE, LOUISVILLE, KY
5028950122
502-895-0316
Other Info
Stegner Investment Associates Inc, also known as STEGNER INVESTMENT ASSOCIATES INC, is a Kentucky-based firm with 10 employees, of which 5 are in advisory roles. While the number of clients they serve is unknown, their last reported SEC status indicates approval and their registration dates back to July 5, 1994.
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Individual Services Endowments & Foundations Retirement Plans Client Login to Schwab Employment Opportunities Recent News Home About SIA Contact Us Client Portal Login As an independent, fee-only SEC registered investment advisery firm, SIA is committed to developing a diversified and disciplined st…
Direct Owners
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ELIZABETH STEGNER PEABODY
CHIEF EXECUTIVE OFFICER owns 75% or more
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RUTH WIMSATT TRAUTWEIN
SENIOR INVESTMENT ASSOCIATE owns more than 5% but less than 10%
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TRACEY GALLIMORE TROSPER
CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR owns more than 10% but less than 25%