Best Investors Account Sign in
Inactive

Ruth Wimsatt Trautwein

Stegner Investment Associates Inc

Louisville, KY

CRD 4683137

Claim This Profile
Employer firm

Stegner Investment Associates Inc CRD 107480

$2.77B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Stegner Investment Associates Inc

233 Breckenridge Lane, Louisville, KY 40207 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-18
KY RA APPROVED 2005-03-14
  • TX RA
    APPROVED_RES
    Since 2022-01-18
  • KY RA
    APPROVED
    Since 2005-03-14

Branch Locations

233 Breckenridge Lane, Louisville, KY 40207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stegner Investment Associates, Inc. Louisville KY 08/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-11
  • S65 Uniform Investment Adviser Law Examination
    2005-03-11
Designations
  • Certified Financial Planner
Other Names
  • Ruth E Wimsatt

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY
WAYCROSS GP, LLC

Nearby Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY

More in Louisville, KY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor