Ryan Baumbach (CRD# 6549653) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Wilmington, DE and has over 6 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Assuredpartners Investment Advisors | Wilmington, DE | Jul 2023 - Current | < 1 |
Lighthouse Financial | Wilmington, DE | Oct 2020 - Current | 3 |
Lighthouse Financial Advisory Group, LLC | Wilmington, DE | Oct 2020 - Current | 3 |
Edward Jones | St. Louis, MO | Dec 2017 - Sep 2020 | 2 |
Edward Jones | St Louis, MO | Nov 2017 - Sep 2020 | 2 |
Edward Jones | Hockessin, DE | Jun 2016 - Oct 2017 | 1 |
Alexanders Lawn And Garden | Newark, DE | Aug 2016 - Jul 2017 | < 1 |
Edward Jones | Hockessin, DE | Jan 2016 - May 2017 | 1 |
University Of Delaware | Newark, DE | Sep 2014 - May 2017 | 2 |
Edward Jones | Dover, DE | Sep 2015 - Oct 2015 | < 1 |
Vince's Sports Center | Wilmington, DE | Jun 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- DE
- TX
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Total Assets Under Management179MILLIONS
-
Total Number of Accounts601ACCOUNTS
-
Average Account Value$297,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WV, WY
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