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William Naylor Stant

Advisor at Cambridge Investment Research Advisors — Nashville, IN

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Nashville, IN

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,911

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

William Stant is a financial advisor with Cambridge Investment Research Advisors in Nashville, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015, and also operates L. B. Stant and Associates, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a network of thousands of financial professionals and offers proprietary and third-party model strategies across multiple custodial platforms.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Annuities Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.

Project-based

Hourly fees generally not to exceed $500/hour for financial planning and consulting services.

Other

Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.

Location

See office

Nashville, IN

Nashville IN

Advisors at this office

1

Most active in

Indiana

Work history

30 years of industry experience

Cambridge Investment Research Advisors

2015 - Present • 11 years

Fairfield, IA

Cambridge investment Research, Inc.

2015 - Present • 11 years

Fairfield, IA

L. B. Stant and Associates, LLC

1996 - Present • 30 years

Nashville, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kinder D

Series 65

Nashville, IN

Kinder Financial Services

Kinder Dean is a Series 65-licensed financial advisor with 15 years of industry experience, currently practicing at Kinder Financial Services in Nashville, IN. He has worked at Valeo since 2013. Dean also operates an affiliated entity called Blue Donkey Empires, which involves real estate activity. Kinder Financial Services primarily serves individual clients, including many high-net-worth individuals, alongside businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an investment approach centered on technical security analysis and trend-following, focusing on ETFs and blue-chip dividend stocks.

Wealth management
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Ronald D

CFP®, Series 63, Series 65

Bloomington, IN

Mosaic Wealth Management LLC

Ronald Deinlein Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Mosaic Wealth Management LLC and previously spent 17 years at Raymond James & Associates. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and participation as a portfolio manager in a wrap fee program. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and options strategies, primarily implementing through mutual funds and ETFs.

Options & derivatives strategies Real estate investing
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Christopher M

Series 66, Series 63

Bloomington, IN

Mosaic Wealth Management LLC

Christopher Meador is a financial advisor at Mosaic Wealth Management LLC in Bloomington, IN, with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Raymond James & Associates, Financial Engines Advisors, and Morgan Stanley. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, utilizing a blend of fundamental analysis, modern portfolio theory, quantitative and technical analysis. The firm offers portfolio management and participates as a portfolio manager in a Raymond James-sponsored wrap fee program, managing approximately $285 million in non-discretionary assets.

Options & derivatives strategies Real estate investing
user avatar

John L

CFP®, PFS™, Series 66

Bloomington, IN

Laughlin Financial LLC

John Laughlin is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 18 years of industry experience. He has served as a financial advisor at Laughlin Financial LLC since 2012 and previously worked at Credit Suisse Securities (USA) LLC from 2008 to 2012. Laughlin Financial LLC provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers tailored investment management and planning services, incorporating a range of strategies and specialized capabilities such as integrated accounting services and the use of advanced operational technology.

Retirement plans for business owners (SEP, solo 401k)
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Eldon M

CFP®, Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Eldon Mc Cabe is a CFP®-certified financial advisor with Hurlow Wealth Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at the Sanford Center for Financial Planning and Wellness, Rose Street Advisors, Northwestern Mutual, and West Shore Bank. Mc Cabe serves as a board member of the Hoosier Hills Estate Planning Council and is a committee member of the Young Professionals Bloomington Steering Committee. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach and uses fundamental and technical analysis to recommend portfolios that may include a variety of investment vehicles, with ongoing monitoring and due diligence.

Options & derivatives strategies Annuities Real estate investing
user avatar

Alexandros K

Series 65, Series 63

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Alexandros Kapsalis is a financial advisor at Hurlow Wealth Management Group, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Hurlow Wealth Management Group, he worked at Salesforce and 40|86 Advisors, and he is also a fitness trainer at F45 Training Indianapolis Downtown. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm tailors portfolios using both fundamental and technical analysis and manages a range of asset types while conducting ongoing risk management and due diligence.

Options & derivatives strategies Annuities Real estate investing
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