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Bryan Lee Laubaugh

ChFC®, CLU®
R&B FINANCIAL CONSULTANTS
WADSWORTH, OH
·CRD# 1438671·40 years experience

Professional Summary

Bryan Lee Laubaugh, ChFC®, CLU® is a registered financial advisor currently at R&B FINANCIAL CONSULTANTS located in Wadsworth, Ohio and OSAIC WEALTH, INC. located in Wadsworth, Ohio. Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Bryan has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

40 years in the financial services industry

Current & Past Employments

R&B FINANCIAL CONSULTANTS·CRD# 119842
RIA
1. 224 Quadral Dr. Suite A, Wadsworth, OH 442812. 224 Quadral Dr. Suite A, Wadsworth, OH 44281
December 6, 2006 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
BD
224 Quadral Drive Suite A, Wadsworth, OH 44281
November 3, 2023 - Present
FSC SECURITIES CORPORATION·CRD# 7461
BD
Wadsworth, OH
February 27, 2009 - November 3, 2023
ADVANTAGE CAPITAL CORPORATION·CRD# 146
BD
Wadsworth, OH
September 4, 2001 - February 27, 2009
VESTAX SECURITIES CORPORATION·CRD# 10332
BD
Hudson, OH
May 20, 1987 - September 7, 2001
INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403
BD
December 23, 1985 - May 5, 1987

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Current Firm

RF
R&B FINANCIAL CONSULTANTS

LAUBAUGH, BRYAN LEE | R&B FINANCIAL CONSULTANTS | OSAIC WEALTH, INC

CRD#: 119842
Ohio
Registered Investment Advisory firm - Ohio (9/11/2001 Approved)

Contact Information

Main Address

224 Quadral Dr. Suite A, Wadsworth, OH 44281

Mailing Address

224 Quadral Dr. Suite A, Wadsworth, OH 44281

Phone Number

(330) 334-7000

# of Employees

2

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) FIXED INSURANCE ACTIVITY DBA = R&B FINANCIAL CONSULANTS INDEPENDENT RIA 2) Wadsworth Rotary Club POSITION - Board Member ; NATURE: Non-Profit; INVESTMENT RELATED: No; NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 5/17/2011; ADDRESS: 224 QUADRAL DRIVE SUITE A, WADSWORTH, OH 44281 DESCRIPTION: Rotary Board of Directors 3) MEDINA COUNTY BOARD OF ELECTIONS POSITION: Poll Worker NATURE: Board of Elections INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2022 ADDRESS: 3800 Stonegate Dr., Suite C, Medina OH 44256, United States DESCRIPTION: Twice a year I volunteer to be a poll worker. I'm paid $156 for the day. That's the extent of my work.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(11/3/2023)
RR
Colorado
(11/3/2023)
RR
Florida
(11/3/2023)
RR
Georgia
(11/3/2023)
RR
Idaho
(11/3/2023)
RR
Indiana
(11/3/2023)
RR
New Jersey
(11/3/2023)
RR
North Carolina
(6/13/2024)
IAR
Ohio
(12/6/2006)
RR
Ohio
(11/3/2023)
RR
Pennsylvania
(11/3/2023)
RR
Utah
(11/3/2023)
RR
Wisconsin
(5/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1985About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Bryan Lee Laubaugh's CRS (Customer Relationship Summary).

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