Bradley J. Bauer

CAMBRIDGE FINANCIAL GROUP

Columbus, OH 43220

Some features on this profile are disabled

CRD#: 6042211

Professional summary

Bradley Joseph Bauer is a registered financial advisor currently at CAMBRIDGE FINANCIAL GROUP, INC. located in Columbus, Ohio and POWERS CAPITAL MANAGEMENT, LLC located in Columbus, Ohio.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Bradley has worked at 2 firms and has passed the Series 65 exam.

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.

I am employed at Cambridge Financial Group, which is an SEC Registered investment advisory firm. I am an Ohio Real Estate Salesperson (Realtor) employed at Concierge Real Estate and Investment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Joseph Bauer's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 30, 2012 - Present

CAMBRIDGE FINANCIAL GROUP, INC.

Office #1: 4100 Horizons Drive, Suite 101, Columbus, OH 43220

RIA

CRD#: 112254

Columbus, OH

Current

September 24, 2024 - Present

POWERS CAPITAL MANAGEMENT, LLC

Office #1: 831 Grandview Ave, Columbus, OH 43215

RIA

CRD#: 317897

Columbus, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAMBRIDGE FINANCIAL GROUP, INC.

CRD#: 112254 / SEC#: 801-26539

RIA

Registered Investment Advisory firm - (3/14/1986 Approved)

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
(3/30/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2012

Uniform Investment Adviser Law Examination

Current Firm

CAMBRIDGE FINANCIAL GROUP, INC.

CRD#: 112254 / SEC#: 801-26539

RIA

Registered Investment Advisory firm - (3/14/1986 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4100 Horizons Drive, Suite 101, Columbus, OH 43220

Mailing Address

Phone number

(614) 457-1530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2023 CAMBRIDGE FINANCIAL GROUP INC. ADV 2 - BROCHURE, CRS, PRIVACY, PROXY (3/4/2025)

Regulatory assets under management

Total Number of Accounts	308
AUM (Assets Under Management)	$ 315,164,434

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.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley J. Bauer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Joseph Bauer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE FINANCIAL GROUP, INC.

POWERS CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

CAMBRIDGE FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2012

Current Firm

CAMBRIDGE FINANCIAL GROUP, INC.

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMBRIDGE FINANCIAL GROUP, INC.

TRUST BUT VERIFY

Similar Advisors