Ryan
Baumbach
Lighthouse Financial
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About this Advisor
Ryan Baumbach is a financial advisor based in Wilmington, Delaware with a total of 3 years of industry experience. Baumbach is an employee of Lighthouse Financial. Baumbach has gained experience at Edward Jones, Alexis I. Dupont High School, Vince'S Sports Center, University Of Delaware, Alexanders Lawn And Garden, Lighthouse Financial and Lighthouse Financial Advisory Group, LLC. Baumbach has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Delaware. Lighthouse Financial is a financial advisory company that has its headquarters in Wilmington, DE. It controls $101 million in total assets among its 405 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 405 customer accounts, 18% belong to high-net-worth investors who have more than $1 million in assets. Lighthouse Financial offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, security rating services and market timing services. Fees for financial management usually vary depending on which services are provided. However, fee types billed by Lighthouse Financial typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lighthouse Financial Brokerage Details
$100,573,500
4
405
$248,330
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Security ratings or pricing services
- Market timing services
Ryan Baumbach Work History
Ryan has been registered as a financial advisor for 3 years.*
Lighthouse Financial
Lighthouse Financial Advisory Group, LLC
Edward Jones
Edward Jones
Edward Jones
Edward Jones
Alexanders Lawn And Garden
Edward Jones
University Of Delaware
Vince'S Sports Center
Alexis I. Dupont High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Baumbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lighthouse Financial
Wilmington, DE
Wilmington, DE
Wilmington, DE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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