linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Ray Baumrucker

Adamsbrown Wealth Consultants LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Ray Baumrucker

Steven Baumrucker is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with Adamsbrown Wealth Consultants LLC, and has worked at multiple firms over the course of their career. Steven has a variety of designations and licenses, including the Series 6, 7, and 63 licenses, as well as the SIE exam. Steven is also a Personal Financial Specialist and specializes in providing financial planning services to individuals, businesses, and trusts.

Firm Information

Steven Baumrucker is currently registered with Adamsbrown Wealth Consultants LLC. Adamsbrown Wealth Consultants LLC is a Wichita, Kansas-based registered investment advisor with approximately $880.9 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, pension and profit-sharing plans, and charitable organizations. They have a team of 9 licensed agents, 14 investment advisor representatives, and 11 registered representatives.
Adamsbrown Wealth Consultants LLC

358 N MAIN STREET

WICHITA, KS 67202

$880.94M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Baumrucker’s Registration & Firm History

KS

12/24/2020 - Present

Adamsbrown Wealth Consultants LLC (WICHITA KS)

KS

06/11/2001 - 06/25/2020

AVANTAX INVESTMENT SERVICES, INC. (HAYS KS)

Not sure if Steven Ray Baumrucker is right for you?

Licenses & Designations

BC

Issued 07/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Steven Ray Baumrucker. Review regulatory record here.
Not sure if Steven Ray Baumrucker is right for you?