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Ruth Wimsatt Trautwein

STEGNER INVESTMENT ASSOCIATES INC·LOUISVILLE, Kentucky
Series 65Clean record21 years registeredSTEGNER 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 · 21 years registered
Brand Profile
Not yet started
01

Career History

STEGNER INVESTMENT ASSOCIATES INC
Mar 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 14, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEGNER INVESTMENT ASSOCIATES INC
CRD 107480 · SEC 801-46803
AUM
$2.1B
Regulatory assets under management
Employees
11
744 client accounts
Services offered by STEGNER INVESTMENT ASSOCIATES INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at STEGNER INVESTMENT ASSOCIATES INC →
Introduction

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05

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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Other Advisors at STEGNER INVESTMENT ASSOCIATES INC

Elizabeth Stegner Peabody
LOUISVILLE, KY
Tracey Gallimore Trosper
LOUISVILLE, KY

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Research
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