Steven Ray Baumrucker
Investment adviser representative at Adamsbrown Wealth Consultants LLC
36 yearsExperience
2 statesRegistered in
PFSDesignation
$1.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- Adamsbrown Wealth Consultants LLCJun 2020 to now
- Adams Brown Beran & BallJan 1990 to now
- Private Client ServicesJun 2020 to Dec 2025
- Hd Vest Insurance Agency IncFeb 2016 to Jun 2020
- H.D Vest Advisory ServicesSep 2009 to Jun 2020
- Avantax Investment Services, Inc.Oct 1999 to Jun 2020
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Adamsbrown Wealth Consultants LLC
$1.1BAssets managed
1,943Clients
15Advisers
6 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
- 4055316
- Firm CRD
- 308410