Stagner Financial Advisory

Stagner Financial Advisory (CRD# 284305) is a financial advisory firm headquartered in Edmond, OK. They manage $44,401,429 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2600 E. Memorial Road, Edmond, OK 73013
https://www.facebook.com/stagnerfinancialadvisory/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $148,005
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Stagner Financial Advisory
Showing 1 - 3 of 3 top financial advisors.
1
Timothy Delpha, financial advisor Edmond OK
Timothy W. Delpha
CRD#: 6406914
2600 E. Memorial Road, Edmond, OK 73013

Timothy Delpha (CRD# 6406914) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has over 7 years of experience in the finance industry.

2
Tracy Stagner, financial advisor Edmond OK
Tracy L. Stagner
CRD#: 4798676
2600 E. Memorial Road, Edmond, OK 73013

Tracy Stagner (CRD# 4798676) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has over 19 years of experience in the finance industry.

3
William Stagner, financial advisor Edmond OK
William R. Stagner
CRD#: 4693679
2600 E. Memorial Road, Edmond, OK 73013

William Stagner (CRD# 4693679) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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