Ryan R. Robaugh
Professional summary
Ryan Robert Robaugh, CFP® is a registered financial advisor currently at RITTER DANIHER FINANCIAL ADVISORY LLC located in Mentor, Ohio and VECTOR WEALTH MANAGEMENT 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Robert Robaugh's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
September 14, 2025 - Present
RITTER DANIHER FINANCIAL ADVISORY LLC
Office #1: 9930 Johnnycake Ridge Road Suite 5a-1, Mentor, OH 44060June 18, 2026 - Present
VECTOR WEALTH MANAGEMENT
Office #1: 9930 Johnnycake Ridge Road Suite 2b, Concord, OH 44060January 27, 2014 - October 1, 2025
HICKORY ASSET MANAGEMENT, INC.
September 19, 2012 - December 31, 2013
L.M. KOHN & COMPANY
June 2, 2005 - December 31, 2013
L.M. KOHN & COMPANY
April 19, 2002 - June 2, 2005
VALMARK SECURITIES, INC.
September 12, 2000 - February 28, 2002
VALMARK SECURITIES, INC.
Primary Firm SEC Registration
VECTOR WEALTH MANAGEMENT
CRD#: 152667 / SEC#: 801-70998
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/14/2025)
(9/14/2025)
Exams
Current Firm
VECTOR WEALTH MANAGEMENT
CRD#: 152667 / SEC#: 801-70998
Contact information
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,161 |
| AUM (Assets Under Management) | $ 1,488,809,873 |
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.