Robert James Schumann

Current Employers

Employment History

• 10/1999 → 12/2019
  Cambridge Financial Advisors, Llc
  New Albany, OH
• 01/2009 → Present
  Financialadvice4Me, Llc
  Buena Vista, CO
• 07/2016 → 03/2017
  Financialindependence4Me, Llc
  Salida, CO
• 10/2016 → Present
  Thepension401K
  Buena Vista, CO
• 08/2017 → 11/2017
  Financialplanning4Me, Llc
  Buena Vista, CO
• 01/2020 → Present
  Plan & Act
  Buena Vista, CO

Previous Registrations

• 2001-07-11 → 2020-01-06
  Cambridge Financial Advisors, Llc
  Gahanna, OH
  New Albany, OH
  Gahanna, OH
  Buena Vista, CO
• 2017-08-16 → 2017-11-29
  Financialplanning4Me, Llc
  Buena Vista, CO

Other Businesses

1. Cambridge Pension Advisors, LLC; Investment Related; 912 S. Main Street, Buena Vista, CO; This company provides fiduciary consulting and investment advisory services to pension plans, endowments, non-profits and anyone who serves as a fiduciary; Mr. Schumann's position is Managing Member & Chief Compliance Officer; Mr. Schumann spends an average of 16 to 24 hours per month with this activity. 2. FinancialAdvice4Me, LLC; Investment Related; 912 S. Main Street, Buena Vista, CO; This company is a State of Colorado licensed Investment Adviser which provides financial planning services, both online and in person; Mr. Schumann's position is Chief Compliance Officer; Mr. Schumann spends an average of 120-160 hours per month with this activity. Mr. Schumann has a minority ownership through his wholly owned holding company, Financial Stages, LLC. 3. The Bridge, LLC; Non-Investment Related; 912 S. Main Street, Buena Vista, CO; This company provides personal development and life coaching services to individuals, executives and businesses; Mr. Schumann's position is Owner; Mr. Schumann spends an average of 8 to 16 hours per month with this activity.

Designations

Other Names

• Bob Schumann