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Cole Justin Mcclarren

Cambridge Financial Group, LLC

Tucson, AZ

CRD 6278760

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Employer firm

Cambridge Financial Group, LLC CRD 117428

$646M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
Cambridge Financial Group, Llc

6700 N. Oracle Rd. Suite 324, Tucson, AZ 85704 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2014-02-18
  • AZ RA
    APPROVED
    Since 2014-02-18

Branch Locations

6700 N. Oracle Rd. Suite 324, Tucson, AZ 85704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Financial Group, Llc Tucson AZ 09/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-24
  • S65 Uniform Investment Adviser Law Examination
    2014-01-24

View on SEC IAPD

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Nearby Investors

MARTIN ANTHONY SMITH
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ROBIN RODGERS DOLEZAL

Nearby Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ

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