Baumgartner is based in Columbus, Ohio, and is responsible for managing adviser and third-party administrator relationships in the Kentucky and southern Ohio markets, according to a press release.
Baumgartner was with the Principal Financial Group for the past 11 years serving in various sales roles in Washington, D.C. and Cleveland. Most recently, he served as vice president of sales for the Columbus office of the Principal.
Baumgartner earned a degree in Economics with certificates in Management and Finance from the University of Rochester. He also holds FINRA Series 7, 63 and 24 securities registrations along with life and health insurance licenses.
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