AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RR

Ryan R. Robaugh

BLUESPRING WEALTH MANAGEMENT
Concord, OH 44060
Some features on this profile are disabled
CRD#: 4249709
RR
Ryan Robert RobaughBLUESPRING WEALTH MANAGEMENT

Professional summary


Ryan Robert Robaugh, CFP® is a registered financial advisor currently at BLUESPRING WEALTH MANAGEMENT, LLC located in Concord, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 5 firms and has passed the Series 66, Series 7, Series 51 and Series 24 exams.

At a Glance


Always Fiduciary

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.
MOTORCYCLE DRAG RACING. 0 HOURS DURING TRADING DAY. THIS IS NOT INVESTMENT-RELATED.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Robert Robaugh'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®
CFP®

Start date: 2006

Experience


Current

June 18, 2026 - Present

BLUESPRING WEALTH MANAGEMENT, LLC

Office #1: 9930 Johnnycake Ridge Road Suite 2b, Concord, OH 44060
RIA
CRD#: 152667
Concord, OH
Past

September 14, 2025 - July 8, 2026

RITTER DANIHER FINANCIAL ADVISORY LLC

RIA
CRD#: 321827
Concord, OH
Past

January 27, 2014 - October 1, 2025

HICKORY ASSET MANAGEMENT, INC.

RIA
CRD#: 167955
CONCORD, OH
Past

September 19, 2012 - December 31, 2013

L.M. KOHN & COMPANY

RIA
CRD#: 27913
CONCORD, OH
Past

June 2, 2005 - December 31, 2013

L.M. KOHN & COMPANY

BD
CRD#: 27913
CONCORD, OH
Past

April 19, 2002 - June 2, 2005

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH
Past

September 12, 2000 - February 28, 2002

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH

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".
BW
BLUESPRING WEALTH MANAGEMENT, LLC
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC

CRD#: 152667 / SEC#: 801-70998

RIA
Registered Investment Advisory firm - (1/15/2010 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.

Highlighted states indicate IAR registrations

IAR
Ohio
(6/22/2026)
IAR
Texas
(6/18/2026)

Exams


What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 5/21/2001
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 9/11/2000
General Securities Representative Examination
Principal/Supervisory Exam
PR
Series 51
Status Unavailable
Passed: 3/27/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
PR
Series 24
Status Unavailable
Passed: 1/23/2001
General Securities Principal Examination

Current Firm


BW
BLUESPRING WEALTH MANAGEMENT, LLC
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC

CRD#: 152667 / SEC#: 801-70998

RIA
Registered Investment Advisory firm - (1/15/2010 Approved)
Loading...

Contact information


Main Address
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735
Mailing Address
Phone number
(737) 443-2122
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (31 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLUESPRING WEALTH MANAGEMENT BROCHURE (7/1/2026)

Regulatory assets under management


Total Number of Accounts10,596
AUM (Assets Under Management)$ 5,430,907,207

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.

Company Information


BLUESPRING WEALTH MANAGEMENT, LLC

CRD#: 152667 Concord, OH 44060

TRUST BUT VERIFY

Monitor Ryan Robaugh

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


BK
Boris KagarlitskiyAdvisorCheck Check Mark
KEY INVESTMENT SERVICES LLC
IAR
RR
UNIVERSITY HEIGHTS, OH
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.