Cambridge Financial And Tax Advisors, LLC

Cambridge Financial And Tax Advisors, LLC (CRD# 145773) is a financial advisory firm headquartered in Columbus, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.


Financial Advisors at Cambridge Financial And Tax Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Joseph H. Baumann
CRD#: 5608416
830 E Johnstown Rd, Suite A, Columbus, OH 43230

Joseph Baumann (CRD# 5608416) is an Investment Advisor Representative working at Cambridge Financial And Tax Advisors, LLC in Columbus, OH and has 1 year of experience in the finance industry. Joseph Baumann 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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