Steven Baumrucker, financial advisor Great Bend KS

Steven Baumrucker

CRD Number: 4055316
Current Firm: Adamsbrown Wealth Consultants LLC

Steven Baumrucker (CRD# 4055316) is an Investment Advisor Representative working at Adamsbrown Wealth Consultants LLC in Great Bend, KS and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Adamsbrown Wealth Consultants LLC Great Bend, KS Jun 2020 - Current 3
Private Client Services Hays, KS Jun 2020 - Current 3
Adams Brown Beran & Ball Hays, KS Jan 1990 - Current 34
Hd Vest Insurance Agency Inc. Irving, TX Feb 2016 - Jun 2020 4
H.d Vest Advisory Services Hays, KS Sep 2009 - Jun 2020 10
Avantax Investment Services, Inc. Hays, KS Oct 1999 - Jun 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven R. Baumrucker
Phone Number: (620) 792-2428
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    652
    MILLIONS
  • Total Number of Accounts
    3,236
    ACCOUNTS
  • Average Account Value
    $201,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AR, CO, FL, IL, KS, LA, MO, NE, OK, TX

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