TD
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
Timothy is a sole proprietor insurance agent since 2017, dedicating about 10-20% of his time to insurance sales and services. He also owns and manages Delpha Properties, LLC, a weekend lake house rental, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Stagner Financial Advisory
July 2016 - Present · 9 yrs 6 mos
Previous Registrations
Private Client Services, LLC Broker
August 2016 - February 2018 · 1 yr 6 mos
Vsr Financial Services, INC.Broker
March 2016 - August 2016 · 5 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.