Ruth Wimsatt Trautwein
Investment adviser representative at Stegner Investment Associates Inc
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Stegner Investment Associates, Inc.Aug 2004 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Stegner Investment Associates Inc
$2.8BAssets managed
235Clients
4Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4683137
- Firm CRD
- 107480