Matt Stagner Email & Phone Number | Matt Stagner brings over 20 years of industry experience working with individuals and institutions as an investment advisor representative, financial planner, and leader. Experience in investments, financial planning, advanced sales, IRA rules, Social Security strategies, ERISA plans, fiduciary processes and responsibilities, planning for people with special needs, developing processes and marketing materials. Matt holds the Certified Financial Planner, Chartered Special Needs Consultant, Chartered Financial Consultant, Certified Plan Fiduciary Advisor, and Accredited Investment Fiduciary designations. Matt has also passed level I of the CFA program. Earned an MBA from Webster University and a bachelor degree in Personal Financial Planning from the University of Missouri-Columbia.

Matt Stagner

Matt Stagner brings over 20 years of industry experience working with individuals and institutions a...
752 52nd Street, Des Moines, United States

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Matt Stagner’s Location 752 52nd Street, Des Moines, United States

Matt Stagner’s Current Industry Foster

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Lead Advisor

2023-09-01 00:00:00 - Present

Avp, Voya Cares® Business Development

2022-01-01 00:00:00 - 2023-09-01 00:00:00

Internal Sales Partner

2011-11-01 00:00:00 - 2015-07-01 00:00:00

Leader-Equity/Currency Trade Support

2010-11-01 00:00:00 - 2011-11-01 00:00:00

Leader/Sr. Sales Counselor

2005-02-01 00:00:00 - 2010-11-01 00:00:00

Investment Advisor

2003-08-01 00:00:00 - 2005-02-01 00:00:00

Investment Representative

2002-01-01 00:00:00 - 2003-08-01 00:00:00

Teller/Supervisor

1999-08-01 00:00:00 - 2001-12-01 00:00:00

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Matt Stagner is a Matt Stagner brings over 20 years of industry experience working with individuals and institutions as an investment advisor representative, financial planner, and leader. Experience in investments, financial planning, advanced sales, IRA rules, Social Security strategies, ERISA plans, fiduciary processes and responsibilities, planning for people with special needs, developing processes and marketing materials. Matt holds the Certified Financial Planner, Chartered Special Needs Consultant, Chartered Financial Consultant, Certified Plan Fiduciary Advisor, and Accredited Investment Fiduciary designations. Matt has also passed level I of the CFA program. Earned an MBA from Webster University and a bachelor degree in Personal Financial Planning from the University of Missouri-Columbia.

Matt Stagner has prior
experience in the following industries:
Voya Financial Advisors | Principal Funds | Principal Global Investors | Principal Financial | Citywide Capital Management | Edward Jones | Landmark Bank

Matt Stagner has the following professional experience:
Foster | Voya Financial Advisors | Principal Funds | Principal Global Investors | Principal Financial | Citywide Capital Management | Edward Jones | Landmark Bank