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Elizabeth Stegner Peabody

Investment adviser representative at Stegner Investment Associates Inc
32 yearsExperience
2 statesRegistered in
$2.8BFirm assets
32 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

32 years in the industry.

  1. Stegner Investment Associates IncJan 1994 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 2 states (KY, TX).

Stegner Investment Associates Inc

$2.8BAssets managed
235Clients
4Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2488182
Firm CRD
107480
Advisor's SEC record (opens in a new tab)
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