Ryan Baumgartner is the Investment Director at SCS, who brings a vast knowledge and understanding of innovative analytical tools for investment decision making and design. He does this deep research for SCS to benefit individual investors and corporate clients. Ryan focuses on asset allocation, strategic investment strategy and rigorous investment manager selection and evaluation.Ryan was awarded the Accredited Investment Fiduciary® (AIF®) designation in 2016 signifying a specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He holds a Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Exam) and holds an Insurance Producer license from the Office of the Insurance Commissioner for the State of Washington. Series 6 and 63 held with LPL.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through SCS, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Investments, Strategy, Leadership, Portfolio Management, and 23 others.