Ryan R. Robaugh

RITTER DANIHER FINANCIAL ADVISORY LLC

Mentor, OH 44060

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CRD#: 4249709

Professional summary

Ryan Robert Robaugh, CFP® is a registered financial advisor currently at RITTER DANIHER FINANCIAL ADVISORY LLC located in Mentor, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 4 firms and has passed the Series 66, Series 7, Series 51 and Series 24 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.

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^®

Certified Financial Planner

Start date: 2006

Experience

Current

September 14, 2025 - Present

RITTER DANIHER FINANCIAL ADVISORY LLC

Office #1: 9930 Johnnycake Ridge Road Unit 5d, Mentor, OH 44060

RIA

CRD#: 321827

Mentor, 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

CRD#: 27913

CONCORD, OH

Past

April 19, 2002 - June 2, 2005

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Past

September 12, 2000 - February 28, 2002

VALMARK SECURITIES, INC.

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".

RITTER DANIHER FINANCIAL ADVISORY LLC

HICKORY ASSET MANAGEMENT | RITTER DANIHER FINANCIAL ADVISORY LLC

CRD#: 321827 / SEC#: 801-125847

RIA

Registered Investment Advisory firm - (6/13/2022 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
(9/14/2025)

IAR

Texas
(9/14/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/21/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/11/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/27/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/23/2001

General Securities Principal Examination

Current Firm

RITTER DANIHER FINANCIAL ADVISORY LLC

HICKORY ASSET MANAGEMENT | RITTER DANIHER FINANCIAL ADVISORY LLC

CRD#: 321827 / SEC#: 801-125847

RIA

Registered Investment Advisory firm - (6/13/2022 Approved)

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Contact information

Main Address

7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255

Mailing Address

Phone number

(513) 233-0715

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RITTER DANIHER FINANCIAL ADVISORY ADV PART 2A (9/8/2025)

Regulatory assets under management

Total Number of Accounts	1,318
AUM (Assets Under Management)	$ 605,911,373

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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Advisor Monitoring

Firm Stability Insights

Ryan R. Robaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Robert Robaugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

HICKORY ASSET MANAGEMENT, INC.

L.M. KOHN & COMPANY

L.M. KOHN & COMPANY

VALMARK SECURITIES, INC.

VALMARK SECURITIES, INC.

Primary Firm SEC Registration

RITTER DANIHER FINANCIAL ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2001

Series 7

Date: 9/11/2000

Series 51

Date: 3/27/2003

Series 24

Date: 1/23/2001

Current Firm

RITTER DANIHER FINANCIAL ADVISORY LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RITTER DANIHER FINANCIAL ADVISORY LLC

TRUST BUT VERIFY

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