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Ryan Lange

Advisor at Orion Financial Group

Updated today

Location

Ballinger, TX 76821

Credentials

Series 63, Series 65, Series 66

Industry experience

3 years

About

Ryan Lange is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior roles include positions at Grove Point Investments, Orr Financial Group, CWM, LLC, and Bank of America. Outside of finance, he serves as a councilman for the City of Ballinger, Texas, and has longstanding involvement in the funeral services industry. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with additional financial products and services.

Client services

Based on Orion Financial Group

Financial planning Portfolio management Pension consulting

Expertise

Based on Orion Financial Group

Long-term care insurance

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Fee options

Percentage

2% annually (negotiable) for Asset Management services

Project-based

$160 per hour for Financial Planning Services

Other

Account minimum: $300,000

Location

102 S. 8 Th Street

Ballinger, TX 76821

Most active in

Texas

Work history

Flint and Fletching LLC dba Orion Financial Group

2026 - Present (1 year)

LPL Financial

2025 - 2025 (1 year)

Catholic LIfe

2025 - Present (1 year)

Grove Point Advisors, LLC

2023 - 2025 (2 years)

Grove Point Investments, LLC

2023 - 2025 (2 years)

Cwm, Llc

2022 - 2023 (1 year)

Rygila Enterprises

2020 - Present (6 years)

City of Ballinger

2019 - Present (7 years)

Flint and Fletching LLC

2017 - Present (9 years)

RTs Stoneworks

2017 - 2020 (3 years)

Lange Funeral Home

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tanner G

Series 66

Ballinger, TX

Edward Jones

Tanner Gilbert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, he held positions at Purdue Global and FedEx Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen S

Series 66

Ballinger, TX

Raymond James Financial

Stephen Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James since 2009 and is also associated with Texas Country Financial Services and The First National Bank of Ballinger. Outside of his advisory role, he serves as a trustee for the Texas Country Bancshares ESOP Plan. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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James W

Series 63, Series 66

Ballinger, TX

Raymond James Financial

James Woodruff Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Raymond James Financial since 2009 and also leads Woodruff Wealth Management Inc. since 2007. Outside of advising, he serves as president of Woodruff Wealth Management Inc., overseeing its daily operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired

Larry G

CFP®, Series 66

Ballinger, TX

Edward Jones

Larry Gilbert is a CFP® with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and manages an agriculture business focused on sheep in San Angelo, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement withdrawal strategies Retired Founder/Business Owner Executive
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