AssuredPartners Investment Advisors
Ryan Baumbach is a Registered Investment Advisor at AssuredPartners Investment Advisors since July 2023 and serves as a Wealth Advisor at Lighthouse Financial since September 2020. Prior to these roles, Ryan gained experience as a Financial Advisor and Financial Advisor Trainee at Edward Jones from October 2017 to September 2020, including internships at the same company in 2015 and 2016. Earlier work experience includes a position as a Warehouse Worker at Alexanders Lawn and Garden Center, a Deli Clerk at Super Fresh Supermarket, and a Customer Service Associate at Vince’s Sports Center. Ryan holds a Bachelor of Science degree in Finance and Economics from the University of Delaware, completed in 2017.
This person is not in any teams
This person is not in any offices
AssuredPartners Investment Advisors
Many moving pieces make up an employer-sponsored retirement plan, which is why many companies find that it is in their best interest to partner with a retirement professional who can provide assistance with a variety of plan- and participant-related activities, including administration, education, and general consultative services. The experienced financial professionals at AssuredPartners Investment Advisors are dedicated to providing plan sponsors with the tools, training, and dedicated support needed to minimize fiduciary risk, enhance investment opportunities for employees, and provide ongoing due diligence to support a “best practice” retirement plan. Our team can also help you retain your key employees with certain non-qualified plans and insurance such as: 162 Bonus Plans, SERPS, Deferred Compensation, Key Person Insurance, or Buy Sell Insurance. If you're looking for personal wealth management, life insurance or need assistance with enrolling in your employer's retirement plan, we can help. Visit our website for a comprehensive listing of all of our services.