Steven
Baumrucker
Adamsbrown Wealth Consultants LLC
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About this Advisor
Steven Baumrucker is a personal financial specialist who works in Great Bend, Kansas who has 3 years of industry experience. Baumrucker works at Adamsbrown Wealth Consultants LLC. Over the course of their career, Baumrucker has held roles at Adams Brown Beran & Ball, Avantax Investment Services, Inc, H.D Vest Advisory Services, Hd Vest Insurance Agency Inc, Adamsbrown Wealth Consultants LLC and Private Client Services. Baumrucker holds a Series 63 license, qualifying them as a securities broker, and is able to operate in Kansas and Texas. Adamsbrown Wealth Consultants LLC is a registered investment business operating out of Great Bend, KS. It has offices in six locations and a total of 17 financial advisors. It administers $504 million in assets between its 2,532 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 2,532 accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services typically depend on which services the firm provides the client. Fees charged by Adamsbrown Wealth Consultants LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adamsbrown Wealth Consultants LLC Brokerage Details
$503,939,483
17
2,532
$199,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Steven Baumrucker Work History
Steven has been registered as a financial advisor for 3 years.*
Adamsbrown Wealth Consultants LLC
Private Client Services
Adams Brown Beran & Ball
Hd Vest Insurance Agency Inc
H.D Vest Advisory Services
Avantax Investment Services, Inc
*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 Steven Baumrucker 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 Adamsbrown Wealth Consultants LLC
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
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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