MUTUAL TRUST ADVISORY GROUP, INC.
ESTERO, FLORIDA

MUTUAL TRUST ADVISORY GROUP, INC., Estero

Ruth Wendl serves as an Financial Planner with Scott R. Schatzle, CFP® for Mutual Trust Advisory Group. She is a previous business owner holding over 15 years of diverse organizational experience, including various financial roles. Ruth graduated Cum Laude from Florida Gulf Coast University with a Bachelor of Science in Finance in 2014. She has her Series 65 license and is an Investment Advisor Representative. We use portfolios designed by Dimensional Fund Advisors. Mutual Trust Advisory Group and Dimensional Fund Advisors are independently owned and operated. Ruth Wendl serves as an Financial Planner with Scott R. Schatzle, CFP® for Mutual Trust Advisory Group. She is a previous business owner holding over 15 years of diverse organizational experience, including various financial roles. Ruth graduated Cum Laude from Florida Gulf Coast University with a Bachelor of Science in Finance in 2014. She has her Series 65 license and is an Investment Advisor Representative. We use portfolios designed by Dimensional Fund Advisors. Mutual Trust Advisory Group and Dimensional Fund Advisors are independently owned and operated.

KEY FACTS ABOUT MUTUAL TRUST ADVISORY GROUP, INC.

Company name
MUTUAL TRUST ADVISORY GROUP, INC.
Status
Active
Filed Number
P13000007365
FEI Number
46-1869861
Date of Incorporation
January 22, 2013
Age - 12 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://mutualtrustadvisorygroup.com
Phones
(239) 204-4333

MUTUAL TRUST ADVISORY GROUP, INC. NEAR ME

Principal Address
23190 FASHION DRIVE,,
SUITE P203,
Estero,
FL,
33928,
US
Mailing Address
24099 DIETZ DR,
BONITA SPRINGS,
FL,
34135,
US

See Also

Officers and Directors

The MUTUAL TRUST ADVISORY GROUP, INC. managed by the one person from Bonita Springs on following positions: Director

Scott Schatzle

Position
Director Active
From
Bonita Springs, 34135





Registered Agent is Donna M Flammang

From
BONITA SPRINGS, 34135

Annual Reports

2024
January 10, 2024
2023
January 13, 2023