Ralph Philip Lebkuecher

Employer firm

Shadowridge Asset Management, LLC CRD 162066

$127M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2013 → 01/2019
  Lincoln Investment Planning, Inc.
  Austin, TX
• 01/2013 → 01/2019
  K.W. Gutshall & Assoc
  Austin, TX
• 10/2015 → 01/2019
  Capital Analysts
  Austin, TX
• 01/2019 → Present
  Shadowridge Asset Management, Llc
  Austin, TX
• 01/2019 → Present
  Philip Lebkuecher
  Winberly, TX

Previous Registrations

• 2013-01-28 → 2019-02-05
  Lincoln Investment
  San Marcos, TX
• 2015-10-09 → 2019-02-05
  Capital Analysts
  Austin, TX
• 2011-12-16 → 2012-12-06
  Securian Financial Services, Inc.
  San Antonio, TX

Other Businesses

1. Wimberley Presbyterian Church; 956 Ranch Road 12; Wimberley TX 78676; Elder starting 01/2018; 12 Hours per month: 1 During trading hours; Stewardship Chair, responsible for encouraging gifting of time, talent and money to the church as well as coordinating the approval of the annual budget. 2. Phil Lebkuecher; Investment Related; Winberley TX; Insurance; Insurance Agent; 01/2019; 1% of time spent on this activity.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-12
• S65 Uniform Investment Adviser Law Examination
  1995-09-27
• S63 Uniform Securities Agent State Law Examination
  1993-01-07

Other Names

• Ralph Philip Lebkuecher
• Phil Lebkuecher
• Ralph Philip Lebkuecher