WS
ChFC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
190 clients
Average Client Portfolio
$278K average
Assets Under Management
$52.7M
Fee Structure
This document does not contain any fee information. It is a supplement to Stagner Financial Advisory Group, LLC’s brochure, which should contain the fee information.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
2600 E. Memorial Road, Edmond, OK, 73013
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells fixed and traditional insurance, dedicating a few hours per week to this activity. He also participates in competitive fishing, manages personal real estate holdings through Stagner Holdings, LLC and TreeK, LLC, and provides business valuation snapshot services through BizExits R Us.
Employment History
Current Registrations
Stagner Financial Advisory
June 2016 - Present · 9 yrs 7 mos
Previous Registrations
Legacy Advance Solutions LLC
September 2016 - May 2017 · 8 mos
Private Client Services, LLC Broker
August 2016 - February 2018 · 1 yr 6 mos
Vsr Advisory Services
July 2014 - August 2016 · 2 yrs 1 mo
Vsr Financial Services, INC.Broker
July 2014 - August 2016 · 2 yrs 1 mo
LPL Financial LLC
May 2012 - July 2014 · 2 yrs 2 mos
LPL Financial LLC Broker
April 2011 - July 2014 · 3 yrs 3 mos
Hartford Equity Sales Company INC.Broker
September 2010 - April 2011 · 7 mos
Woodbury Financial Services, INC.
January 2010 - April 2011 · 1 yr 3 mos
Woodbury Financial Services, INC.Broker
January 2010 - April 2011 · 1 yr 3 mos
On Investment Management CO
June 2009 - January 2010 · 7 mos
The O.N. Equity Sales CompanyBroker
June 2009 - January 2010 · 7 mos
State Farm Vp Management CORP.Broker
September 2003 - June 2009 · 5 yrs 9 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.