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.
-
US Businesses
-
Companies in Florida
-
Lee County Companies
- Company name
- MUTUAL TRUST ADVISORY GROUP, INC.
- Status
- Active
- Filed Number
- P13000007365
- FEI Number
- 46-1869861
- Date of Incorporation
-
January 22, 2013
Age - 13 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