Cambridge Financial Group, LLC

Cambridge Financial Group, LLC (CRD# 117428) is a financial advisory firm headquartered in Tucson, AZ. They manage $468,717,037 in 1,318 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
6700 N. Oracle Rd., Suite 324, Tucson, AZ 85704
https://www.cambridgefinancialgroup.com
By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $355,627
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, MD, NY, WA

Financial Advisors at Cambridge Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Bonnie Courtney, financial advisor Tucson AZ
Bonnie C. Courtney
CRD#: 1895198
6700 N. Oracle Rd., Suite 324, Tucson, AZ 85704

Bonnie Courtney (CRD# 1895198) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 31 years of experience in the finance industry.

2
Brandon Hodgeson, financial advisor Tucson AZ
Brandon R. Hodgeson
CRD#: 6102804
6700 N. Oracle Rd., Suite 324, Tucson, AZ 85704

Brandon Hodgeson (CRD# 6102804) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 11 years of experience in the finance industry.

3
Alicia Klein, financial advisor Tucson AZ
Alicia G. Klein
CRD#: 6148943
6700 N. Oracle Rd., Suite 324, Tucson, AZ 85704

Alicia Klein (CRD# 6148943) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 11 years of experience in the finance industry.

4
Penny Marchand, financial advisor Tucson AZ
Penny B. Marchand
CRD#: 2536224
6700 N. Oracle, Suite 324, Tucson, AZ 85704

Penny Marchand (CRD# 2536224) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 29 years of experience in the finance industry.

5
Cole McClarren, financial advisor Tucson AZ
Cole J. McClarren
CRD#: 6278760
6700 N. Oracle Rd., Suite 324, Tucson, AZ 85704

Cole McClarren (CRD# 6278760) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 10 years of experience in the finance industry.

6
Lauren Mishra, financial advisor Tucson AZ
Lauren D. Mishra
CRD#: 7237234
6700 N. Oracle Rd., Suite 324, Tucson, AZ 85704

Lauren Mishra (CRD# 7237234) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals