Cambridge Financial Group, LLC

Cambridge Financial Group, LLC (CRD# 117428) is a financial advisory firm headquartered in Tucson, AZ. They manage $185,900,000 in 847 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    847
    ACCOUNTS
  • Average Account Value
    $219,481
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

AZ, CA, CO, TX

Financial Advisors at Cambridge Financial Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alicia G. Klein
CRD#: 6148943
6700 N. Oracle, Suite 324, Tucson, AZ 85704
96
Wealthminder
score

Alicia Klein (CRD# 6148943) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 5 years of experience in the finance industry. Alicia Klein 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
Penny B. Marchand
CRD#: 2536224
6700 N. Oracle, Suite 324, Tucson, AZ 85704
96
Wealthminder
score

Penny Marchand (CRD# 2536224) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 23 years of experience in the finance industry. Penny Marchand 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.

3
Bonnie C. Courtney
CRD#: 1895198
6700 N. Oracle, Suite 324, Tucson, AZ 85704
93
Wealthminder
score

Bonnie Courtney (CRD# 1895198) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 25 years of experience in the finance industry.

4
Brandon R. Hodgeson
CRD#: 6102804
6700 N. Oracle, Suite 324, Tucson, AZ 85704
93
Wealthminder
score

Brandon Hodgeson (CRD# 6102804) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 5 years of experience in the finance industry.

5
Cole J. McClarren
CRD#: 6278760
6700 N. Oracle, Suite 324, Tucson, AZ 85704
90
Wealthminder
score

Cole McClarren (CRD# 6278760) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 4 years of experience in the finance industry.

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