Ken Rumbaugh, Inc.
Ohio financial-planning, investment and business-exit advisory practice.
Ohio financial-planning, investment and business-exit advisory practice.
- Min project size
- Custom quote required
- Employees
- 1–10
- Locations
- Lima, Ohio, United States
Estimated regulated-industry mix
- Other100%
Meet the Team
Ken Rumbaugh, Inc. provides personal investment, retirement, estate, insurance and exit-planning services and organizes a periodic professional education summit. The company is headquartered in Lima, Ohio, United States. Its team brings together expertise in Investments, Retirement, Estate, Protection, Exit Planning, and Summit to support clients through structuring, licensing, implementation, compliance, and ongoing administration.
Ken Rumbaugh leads the Lima-based financial-planning, investment and business-exit advisory practice.
Pricing Snapshot
Pricing depends on scope, jurisdiction, documentation, risk profile and delivery model.
Personal investment planning across securities, bonds, brokerage accounts and retirement assets.
- Risk tolerance
- Portfolio strategy
- Brokerage accounts
- IRAs
- Government securities
Pricing depends on scope, jurisdiction, documentation, risk profile and delivery model.
Pricing may vary by scope, market, media spend, and third-party costs. Data was sourced from public materials or confirmed by the vendor.
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