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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

3,909

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, Indiana, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and has operated L. B. Stant and Associates, LLC since 1996. Outside of advising, he is an independent insurance agent affiliated with various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering tailored investment strategies across multiple platforms and proprietary and third-party model solutions.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

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

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

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

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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 with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Mosaic Wealth Management in 2026, he worked at Raymond James & Associates for seven years and Financial Engines Advisors for four years. Mosaic Wealth Management provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management, selection of other advisers, and participation as portfolio manager in a wrap fee program. The firm employs an investment process that includes fundamental analysis, modern portfolio theory, and options strategies, primarily using mutual funds and ETFs while requiring clients to custodian assets with Raymond James.

Options & derivatives strategies Real estate investing
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Max V

Series 65

Bloomington, IN

Laughlin Financial LLC

Max Varness is a financial advisor at Laughlin Financial LLC in Bloomington, IN, holding a Series 65 designation with less than one year of industry experience. Prior to joining Laughlin Financial, he was a full-time student and has worked in various roles outside finance, including power washing and lawn care. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in managing portfolios and is notable for its affiliation with an accounting practice that offers tax-related planning and fiduciary retirement plan services.

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

CFP®, PFS™, Series 66

Bloomington, IN

Laughlin Financial LLC

John Laughlin is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has been with Laughlin Financial LLC since 2012, where he is one of two advisors. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients, including high-net-worth households, and to retirement plan sponsors and participants. The firm offers tailored portfolio management, fiduciary retirement plan consulting, and client-directed digital-asset execution, supported by an affiliated accounting practice with licensed CPAs on staff.

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
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