Robin A. Bess

CAMBRIDGE FINANCIAL ADVISORS

Salida, CO 81201

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CRD#: 6290767

Professional summary

Robin Ann Bess, who also goes by Robin Bess, Robin Curry, is a registered financial advisor currently at CAMBRIDGE FINANCIAL ADVISORS, LLC located in Salida, Colorado.

Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robin Bess | Robin Curry

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 Robin Ann Bess'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

September 5, 2014 - Present

CAMBRIDGE FINANCIAL ADVISORS, LLC

Office #1: 339 E Highway 50 Suite 104, Salida, CO 81201

RIA

CRD#: 118314

Salida, CO

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

Colorado
(9/5/2014)

IAR

Florida
(5/29/2025)

IAR

Kentucky
(3/24/2022)

IAR

Wisconsin
(11/12/2024)

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: 9/5/2014

Uniform Investment Adviser Law Examination

Current Firm

CAMBRIDGE FINANCIAL ADVISORS, LLC

CRD#: 118314 / SEC#: 801-129597

RIA

Registered Investment Advisory firm - (10/31/2024 Terminated)

Colorado

Registered Investment Advisory firm - (9/27/2024 Approved)

Florida

Registered Investment Advisory firm - (5/29/2025 Approved)

Kentucky

Registered Investment Advisory firm - (10/21/2024 Approved)

Ohio

Registered Investment Advisory firm - (8/19/2024 Approved)

Texas

Registered Investment Advisory firm - (10/7/2024 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (10/10/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

339 E Highway 50 Suite 104, Salida, CO 81201

Mailing Address

Phone number

(719) 539-1040

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

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.

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Robin A. Bess

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin Ann Bess's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2014

Current Firm

CAMBRIDGE FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

CAMBRIDGE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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