Unclaimed Profile

Ruth Wimsatt Trautwein

STEGNER INVESTMENT ASSOCIATES INC·LOUISVILLE, Kentucky

Clean recordSTEGNER INVESTMENT ASSOCIATES INC

233 BRECKENRIDGE LANE, LOUISVILLE, KY 40207CRD# 4683137Firm CRD# 107480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ruth Wimsatt Trautwein · LOUISVILLE, KY

Registration

CRD #4683137 · STEGNER INVESTMENT ASSOCIATES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ruth Wimsatt Trautwein is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with STEGNER INVESTMENT ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

STEGNER INVESTMENT ASSOCIATES INC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEGNER INVESTMENT ASSOCIATES INC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4683137

Firm CRD# 107480

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ruth Wimsatt Trautwein offer?

Ruth Wimsatt Trautwein specializes in Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Ruth Wimsatt Trautwein's credentials?

Ruth Wimsatt Trautwein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ruth Wimsatt Trautwein located?

Ruth Wimsatt Trautwein is based in LOUISVILLE, Kentucky, working with STEGNER INVESTMENT ASSOCIATES INC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Ruth Wimsatt Trautwein charge for services?

Ruth Wimsatt Trautwein's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEGNER INVESTMENT ASSOCIATES INC?

STEGNER INVESTMENT ASSOCIATES INC has approximately 11 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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