Tracy Lynn Stagner

Stagner Financial Advisory

8 Years of Experience

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Firm Information

Stagner Financial Advisory

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.

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Areas of Practice

Insurance Planning

Advisor Information

Office location

2600 E. Memorial Road, Edmond, OK, 73013

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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.

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.