Advisors at this firm
Tracy S
Series 63, Series 65
Edmond, OK
Stagner Financial Advisory
Tracy Stagner is a financial advisor at Stagner Financial Advisory with 8 years of industry experience. She holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, spending approximately half of her professional time providing accounting services. Her prior experience includes working at Navico, Inc. and managing her own accounting practice. Stagner Financial Advisory Group manages approximately $52.7 million primarily for individuals and high-net-worth clients, offering discretionary asset management, retirement plan advisory services, and personalized investment programs based on fundamental, technical, and cyclical analysis.
William S
ChFC®, Series 63
Edmond, OK
Stagner Financial Advisory
William Stagner is a financial advisor at Stagner Financial Advisory with 22 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at BizExits R Us and Private Client Services, LLC. Outside of advising, he is involved in competitive fishing as a recreational activity. Stagner Financial Advisory Group manages approximately $52.7 million for around 190 individual and high-net-worth clients. The firm offers discretionary asset management and retirement plan advisory services, using a combination of fundamental, technical, and cyclical analysis tailored to each client’s objectives.
Timothy D
Series 66
Edmond, OK
Stagner Financial Advisory
Timothy Delpha is a financial advisor at Stagner Financial Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor insurance agent since 2017. His prior roles include positions at Private Client Services, LLC and VSR Financial Services Inc. Outside of advisory work, he manages a weekend rental property through Delpha Properties, LLC. Stagner Financial Advisory Group manages approximately $52.7 million for around 190 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary asset management and retirement plan advisory services, tailoring investment programs through documented policy statements that incorporate fundamental, technical, and cyclical analysis.
