Bryan L. Laubaugh

R&B FINANCIAL CONSULTANTS

Wadsworth, OH 44281

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CRD#: 1438671

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

December 6, 2006 - Present

R&B FINANCIAL CONSULTANTS

Office #1: 224 Quadral Dr. Suite A, Wadsworth, OH 44281Office #2: 224 Quadral Dr. Suite A, Wadsworth, OH 44281

RIA

CRD#: 119842

Wadsworth, OH

Current

November 3, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 224 Quadral Drive Suite A, Wadsworth, OH 44281

RIA

CRD#: 23131

Wadsworth, OH

Past

February 27, 2009 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

WADSWORTH, OH

Past

September 4, 2001 - February 27, 2009

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

WADSWORTH, OH

Past

May 20, 1987 - September 7, 2001

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

December 23, 1985 - May 5, 1987

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/3/2023)

Colorado
(11/3/2023)

Florida
(11/3/2023)

Georgia
(11/3/2023)

Idaho
(11/3/2023)

Indiana
(11/3/2023)

New Jersey
(11/3/2023)

North Carolina
(6/13/2024)

IAR

Ohio
(12/6/2006)

Ohio
(11/3/2023)

Pennsylvania
(11/3/2023)

Utah
(11/3/2023)

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

State Security Law Exam

Series 63

Date: 7/6/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/1985

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

R&B FINANCIAL CONSULTANTS

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

CRD#: 119842 / SEC#:

Ohio

Registered Investment Advisory firm - (9/11/2001 Approved)

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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

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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.

Contact information

xxxxx@xxxx.xxx

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Bryan L. Laubaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

R&B FINANCIAL CONSULTANTS

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

ADVANTAGE CAPITAL CORPORATION

VESTAX SECURITIES CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/6/1990

SIE

Date: 10/1/2018

Series 7

Date: 12/21/1985

FINRA

Current Firm

R&B FINANCIAL CONSULTANTS

Contact information

Documents

Red Flags

Company Information

R&B FINANCIAL CONSULTANTS

TRUST BUT VERIFY

Contact information

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