Cambridge Financial Advisors, LLC

Cambridge Financial Advisors, LLC (CRD# 118314) is a financial advisory firm headquartered in Salida, CO. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, OH, TX, WI

Financial Advisors at Cambridge Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Larry J. Soukup
CRD#: 2968541
123 G Street, Salida, CO 81201
96
Wealthminder
score

Larry Soukup (CRD# 2968541) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Salida, CO and has over 20 years of experience in the finance industry. Larry Soukup 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.

2
Christopher M. Muecke
CRD#: 4433146
123 G Street, Salida, CO 81201
93
Wealthminder
score

Christopher Muecke (CRD# 4433146) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Salida, CO and has over 16 years of experience in the finance industry.

3
Robert J. Schumann
CRD#: 2518448
830 E Johnstown Rd, Suite A, Gahanna, OH 43230
90
Wealthminder
score

Robert Schumann (CRD# 2518448) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Gahanna, OH and has 1 year of experience in the finance industry. Robert Schumann 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.

4
Robin A. Bess
CRD#: 6290767
123 G Street, Salida, CO 81201
88
Wealthminder
score

Robin Bess (CRD# 6290767) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Salida, CO and has over 3 years of experience in the finance industry.

5
Peter L. Gabriel
CRD#: 6401666
912 South Main Street, Po Box 1582, Buena Vista, CO 81211
88
Wealthminder
score

Peter Gabriel (CRD# 6401666) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Buena Vista, CO and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.