Craig Baum, financial advisor Irwin PA
96 score

Craig Baum

CRD Number: 1951153
Current Firm: Cambridge Investment Research Advisors, Inc.

Craig Baum (CRD# 1951153) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Irwin, PA and has over 26 years of experience in the finance industry. Craig Baum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2011 - Current 5
Wealth Preservation And Management, Inc. Irwin, PA Jan 1997 - Current 19
Wilson Baum Agency, Inc. Mckeesport, PA Oct 1987 - Current 29
Tower Square Securities, Inc. North Huntingdon, PA Mar 1996 - Sep 2011 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Craig W. Baum
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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