Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
197 clients
Average Client Portfolio
Not specified

Fee Structure

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Location

339 E Highway 50, Suite 104, Salida, CO, 81201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cambridge Financial Advisors, LLC
September 2014 - Present · 11 yrs 5 mos
State Registrations4 states
COFLKYWI
Advisor
Exams
No exam information available for this advisor.