JB
Joseph H. Baumann
CAMBRIDGE FINANCIAL AND TAX ADVISORS.
Columbus, OH 43230-3815
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CRD#: 5608416
JB
Professional summary
Joseph Harold Baumann, CFP® is a registered financial advisor currently at CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC. located in Columbus, Ohio.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Harold Baumann's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
October 16, 2008 - Present
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.
Office #1: 830 E Johnstown Rd Suite A, Columbus, OH 43230-3815Office #2: 830 E Johnstown Rd Suite A, Columbus, OH 43230RIA
CRD#: 145773
Columbus, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(10/16/2008)
Exams
Current Firm
CF
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.
CRD#: 145773 / SEC#:
Ohio
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Contact information
Main Address
830 E Johnstown Rd Suite A, Columbus, OH 43230-3815
Mailing Address
Phone number
(614) 414-0600
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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