Ryan Baumgartner

About Ryan Baumgartner

Ryan Baumgartner, Investment Director, is dedicated to delivering exceptional value to clients through his deep expertise in innovative investment analysis and decision-making tools. With a client-focused approach, Ryan provides thorough research-backed, tailored solutions for both individual investors and corporate clients. His specialties include optimizing asset allocation, crafting strategic investment plans, and conducting meticulous evaluations to identify top-tier investment managers. Ryan\'s commitment to excellence ensures that every strategy is designed to meet your unique goals and maximize your financial success. Beyond his professional role, Ryan is a seasoned Board of Director and Executive Leader who is deeply committed to giving back. He actively volunteers to support economic and community development initiatives, striving to create meaningful, lasting impact for the greater good. His most cherished role in life is of a husband and dad to his two children and supporting their activities. 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.

Experience

1. Investment Director, Corporate Retirement

   SCS

   Jan 2022 — Present

   Ryan Baumgartner, Investment Director at SCS, is dedicated to delivering exceptional value to our clients through his deep expertise in innovative investment analysis and decision-making tools. With a client-focused approach, Ryan provides thorough research-backed, tailored solutions for both individual investors and corporate clients. His specialties include optimizing asset allocation, crafting strategic investment plans, and conducting meticulous evaluations to identify top-tier investment managers. Ryan\'s commitment to excellence ensures that every strategy is designed to meet your unique goals and maximize your financial success.Ryan currently serves as Treasurer, and is also a founding member of the Board of Directors, for OneRedmond, an active collaborative private/public partnership for economic and community development. He works hard to find time to volunteer with important community organizations such as Hopelink and Eastlake Little League. In off hours, Ryan can be found coaching his children’s sports teams.

Education

• Broadridge (formerly Fi360)

  Accredited Investment Fiduciary® (AIF®) Designation

  2016

• Bellevue College

  Associate of Arts (AA)

  1995 — 1997

• Western Washington University

  BA

  1997 — 1999

Skills

• Negotiation
• New Business Development
• Entrepreneurship
• Mortgage Banking
• Budgets
• Relationship Management
• Mortgage Lending
• Management
• Leadership
• Business Strategy
• Valuation
• Sales Management
• Investment Advisory
• Loans
• Program Management
• Credit
• Investments
• Finance
• Portfolio Management
• Retirement Plan Consulting
• Real Estate
• Financial Analysis
• Fundraising
• Business Development
• Small Business
• Financial Modeling
• Strategy