Brandon
Dant
Stegner Investment Associates Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Brandon Dant is a financial advisor working out of Louisville, Kentucky with 4 years of industry experience. Dant is on the advisory team at Stegner Investment Associates Inc. Dant has gained experience at Owl Creek Country Club, The Catering Company, Harding Shymanski & Co, Coals Artisan Pizza, Attria Senior Living, Atria Senior Living, Robert Half Fbo Hilliard Lyons, Jjb Hilliard Wl Lyons LLC, J.J.B. Hilliard Wl Lyons, LLC, Robert W. Baird & Co. Inc and Stegner Investment Associates, Inc. Dant has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in Kentucky. Stegner Investment Associates Inc is an advisory firm headquartered in Louisville, KY. It has $2 billion in assets among its 730 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 730 accounts, 47% are held by high-net-worth individuals who have at least $1 million in investable assets. Stegner Investment Associates Inc has a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services are offered. Fee types billed by Stegner Investment Associates Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stegner Investment Associates Inc Brokerage Details
$1,728,294,955
10
730
$2,367,527
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brandon Dant Work History
Brandon has been registered as a financial advisor for 4 years.*
Stegner Investment Associates, Inc
Robert W. Baird & Co. Inc
Jjb Hilliard Wl Lyons LLC
J.J.B. Hilliard Wl Lyons, LLC
Robert Half Fbo Hilliard Lyons
Attria Senior Living
Atria Senior Living
Harding Shymanski & Co
Owl Creek Country Club
Coals Artisan Pizza
The Catering Company
Owl Creek Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Dant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stegner Investment Associates Inc
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
