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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-18-2016
- Office Locations
- 1
Office Locations
About Stagner Financial Advisory
Stagner Financial Advisory is an Edmond, OK RIA providing goal-based financial planning and investment guidance, with emphasis on retirement planning and risk-tolerance-based portfolio construction for individuals and business owners/entrepreneurs. The practice implements diversified allocations using ETFs, mutual funds, and fixed income. Custodies with Charles Schwab and offers a client education hub with videos, articles, and calculators.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WILLIAM RAY STAGNER
Managing Member
- CRD
- #4693679
- Ownership
- 75% or more
TRACY LYNN STAGNER
Chief Compliance Officer, Investment Advisor
- CRD
- #4798676
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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TIMOTHY WASIL DELPHA
Investment Advisor
- CRD
- #6406914
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,669,751 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,669,751 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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