Steven R. Baumrucker

ADAMSBROWN WEALTH CONSULTANTS LLC

HAYS, KS 67601

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CRD#: 4055316

Professional summary

Steven Ray Baumrucker is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Hays, Kansas and PRIVATE CLIENT SERVICES, LLC located in Hays, Kansas.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Steven has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 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) ADAMS, BROWN, BERAN & BALL. 718 MAIN STREET, HAYS, KS 67601. PUBLIC ACCOUNTING FIRM. PARTNER. 173 HRS/MO; 173 DURING TRADING HRS. 2) ADAMS BROWN FINANCIAL CONSULTANTS, LLC. 718 MAIN STREET, HAYS, KS 67601. FINANCIAL SERVICES. FINANCIAL CONSULTANT. 173 HRS/MO; 173 DURING TRADING HRS. 3) HENRY G. HILLE IRREVOCABLE TRUST. 718 MAIN STREET, HAYS, KS. IRREVOCABLE TRUST OWNING FARM REAL ESTATE. CO-TRUSTEE MANAGEMENT. 2 HRS/MO; 2 DURING TRADING HRS. 4) TJB HOLDINGS, LLC. 3721 COUNTRY LANE, HAYS, KS 67601. REAL ESTATE RENTALS. MANAGING MEMBER. 8 HRS/MO; 8 DURING TRADING HRS. 5)WC HOLDINGS, LLC. HAYS, KS 67601. WHISKEY CREEK RESTAURANT. TREASURER. 2 HRS/MO; 2 DURING TRADING HRS. 6) BAUMRUCKER FAMILY FARMS LLC. 3721 COUNTRY LANE, HAYS, KS 67601. FAMILY FARM OPERATIONS. MANAGING MEMBER. 4 HRS/MO; 0 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Ray Baumrucker's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 23, 2020 - Present

ADAMSBROWN WEALTH CONSULTANTS LLC

Office #1: 718 Main Street Suite 224, Hays, KS 67601

RIA

CRD#: 308410

HAYS, KS

Current

June 29, 2020 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 718 Main St, Suite 224, Hays, KS 67601

RIA

CRD#: 120222

Hays, KS

Past

September 18, 2009 - June 25, 2020

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

HAYS, KS

Past

June 11, 2001 - June 25, 2020

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

HAYS, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 Approved)

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

IAR

Kansas
(6/23/2020)

Kansas
(6/29/2020)

Texas
(6/29/2020)

IAR

Texas
(12/24/2020)

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: 7/17/2001

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: 1/14/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/8/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 Approved)

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Contact information

Main Address

358 N Main Street Suite 100, Wichita, KS 67202

Mailing Address

Phone number

(316) 683-2067

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAMSBROWN DISCLOSURE BROCHURE AND PRIVACY POLICY (10/2/2025)

Regulatory assets under management

Total Number of Accounts	3,991
AUM (Assets Under Management)	$ 880,935,144

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.

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Firm Stability Insights

Steven R. Baumrucker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Ray Baumrucker's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ADAMSBROWN WEALTH CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/14/2009

Series 6

Date: 6/8/2001

FINRA

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAMSBROWN WEALTH CONSULTANTS LLC

TRUST BUT VERIFY

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