TS
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Tracy Lynn Stagner

8 Years of Experience
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
190 clients
Average Client Portfolio
$278K average
Assets Under Management
$52.7M
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Location

2600 E. Memorial Road, Edmond, OK, 73013

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tracy is a Certified Public Accountant at Stagner Accounting Services, PLLC, dedicating about half of her time to this practice. She also holds membership in Stagner Holdings, LLC and TREEK, LLC, both related to personal real estate holdings.

Employment History
Current Registrations
Stagner Financial Advisory
November 2017 - Present · 8 yrs 3 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.