Ryan Christopher Baumbach

Employer firm

Assuredpartners Investment Advisors CRD 309550

$3.88B regulatory AUM 226 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 10/2017
  Edward Jones
  Hockessin, DE
• 09/2014 → 05/2017
  University Of Delaware
  Newark, DE
• 08/2016 → 07/2017
  Alexanders Lawn And Garden
  Newark, DE
• 11/2017 → 09/2020
  Edward Jones
  St Louis, MO
• 12/2017 → 09/2020
  Edward Jones
  St. Louis, MO
• 10/2020 → Present
  Lighthouse Financial
  Wilmington, DE
• 10/2020 → Present
  Lighthouse Financial Advisory Group, Llc
  Wilmington, DE
• 07/2023 → Present
  Assuredpartners Investment Advisors
  Wilmington, DE
• 01/2016 → 05/2017
  Edward Jones
  Hockessin, DE

Previous Registrations

• 2020-10-01 → 2024-04-17
  Lighthouse Financial
  Wilmington, DE
• 2017-12-15 → 2020-10-02
  Edward Jones
  Wilmington, DE
  Hockessin, DE
  St Louis, MO
  Maryland Heights, MO

Other Businesses

LIGHTHOUSE FINANCIAL ADVISORY GROUP, LLC; INVESTMENT RELATED; INSURANCE AGENT; START DATE 10/2020; WILMINGTON, DE; APPROXIMATELY 5% OF TIME; SELLING INSURANCE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2017-12-13

Other Names

• Ryan Christopher Baumbach
• Ryan Baumbach