Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66, Series 65
Experience Industry experience
3 years
Location
Ballinger, TX 76821
Ryan Lange is a financial advisor with Orion Financial Group in Ballinger, TX, holding Series 63, 65, and 66 licenses and three years of industry experience. He has worked at firms including LPL Financial and Grove Point Advisors. Outside of advising, Lange serves as a councilman for the City of Ballinger and is involved in the family-owned Lange Funeral Home business. Orion Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, standalone planning and consulting, and ERISA/pension plan advisory, using a variety of analytic methods to tailor strategies to client objectives.
Based on Orion Financial Group
2% annually (negotiable) for Asset Management services
$160 per hour for Financial Planning Services
Account minimum: $300,000
Ballinger, TX
102 S. 8th Street
Ballinger TX 76821
Advisors at this office
1
Texas
3 years of industry experience
Flint and Fletching LLC dba Orion Financial Group
2026 - Present • 1 year
Ballinger, TX
LPL Financial
2025 - 2025 • 1 year
Victoria, TX
Catholic LIfe
2025 - Present • 1 year
San Antonio, TX
Grove Point Advisors, LLC
2023 - 2025 • 2 years
Victoria, TX
Grove Point Investments, LLC
2023 - 2025 • 2 years
Rockville, MD
CWM, LLC
2022 - 2023 • 1 year
Omaha, NE
Rygila Enterprises
2020 - Present • 6 years
Ballinger, TX
City of Ballinger
2019 - Present • 7 years
Ballinger, TX
Flint and Fletching LLC
2017 - Present • 9 years
Ballinger, TX
RTs Stoneworks
2017 - 2020 • 3 years
Ballinger, TX
Lange Funeral Home
2007 - Present • 19 years
Ballinger, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 66
Ballinger, TX
Raymond James Financial
Stephen Smith is a financial advisor with Raymond James Financial in Ballinger, TX, holding a Series 66 designation and over 25 years of industry experience. He has worked with Raymond James Financial since 2009 and has prior experience at Texas Country Financial and The First National Bank of Ballinger. Outside of advising, he serves as a trustee managing the Texas Country Bancshares Employee Stock Ownership Plan. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored financial planning and investment consulting through analytical tools and supports municipal and public finance work uncommon among large institutional advisors.
Series 63, Series 66
Ballinger, TX
Raymond James Financial
James Woodruff Jr. is a financial advisor with Raymond James Financial in Ballinger, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James Financial since 2009 and also leads Woodruff Wealth Management Inc., which operates as an independent branch office. Outside of his advisory role, Woodruff serves as an officer and secretary for multiple business ventures and manages day-to-day operations at Woodruff Wealth Management Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, incorporating advanced analytical tools and advisory programs.
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.
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