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STEGNER INVESTMENT ASSOCIATES INC

LOUISVILLE, KY · CRD 107480 · IAPD ↗ · 502-895-0122

$2.77BRegulatory AUM
5Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — STEGNER INVESTMENT ASSOCIATES INC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — STEGNER INVESTMENT ASSOCIATES INC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.