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JB

Joseph H. Baumann

CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.
Columbus, OH 43230-3815
Some features on this profile are disabled
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.

Blog Corner

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®

Certified Financial Planner

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 43230
RIA
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
Registered Investment Advisory firm - (1/2/2008 Approved)
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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

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.

CRD#: 145773Columbus, OH 43230-3815

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