Ryan Christopher Baumbach
Investment adviser representative at Assuredpartners Investment Advisors
12 yearsExperience
2 statesRegistered in
$3.9BFirm assets
6 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Assuredpartners Investment AdvisorsJul 2023 to now
- Lighthouse FinancialOct 2020 to now
- Lighthouse Financial Advisory Group, LLCOct 2020 to now
- Edward JonesNov 2017 to Sep 2020
- Alexanders Lawn and GardenAug 2016 to Jul 2017
- Edward JonesJan 2016 to Oct 2017
- University of DelawareSep 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Assuredpartners Investment Advisors
Legal name: Assuredpartners Investment Advisors, LLC
$3.9BAssets managed
2,159Clients
30Advisers
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
- 6549653
- Firm CRD
- 309550