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Robin Ann Bess

Cambridge Financial Advisors, LLC

Salida, CO

CRD 6290767

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Employer firm

Cambridge Financial Advisors, LLC CRD 118314

197 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cambridge Financial Advisors, Llc

339 E Highway 50 Suite 104, Salida, CO 81201 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-29
WI RA APPROVED 2024-11-12
KY RA APPROVED 2022-03-24
CO RA APPROVED 2014-09-05
  • FL RA
    APPROVED
    Since 2025-05-29
  • WI RA
    APPROVED
    Since 2024-11-12
  • KY RA
    APPROVED
    Since 2022-03-24
  • CO RA
    APPROVED
    Since 2014-09-05

Branch Locations

339 E Highway 50 Suite 104, Salida, CO 81201 • 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 Advisors, Llc Salida CO 11/2007 01/2020
Cambridge Financial Advisors, Llc Salida CO 01/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-05
  • S65 Uniform Investment Adviser Law Examination
    2014-09-05
Other Names
  • Robin Curry
  • Robin Curry
  • Robin Bess

View on SEC IAPD

Nearby Firms

EDWARD JONES
MANDALA FINANCIAL ADVISORS LLC
SALIDA FINANCIAL ADVICE AND PLANNING

Nearby Investors

Brad Allen O'Neal
JOHN WILLIAM MCGOWAN
Christopher Michael Muecke

Nearby Offices

EDWARD JONES · SALIDA, CO
MANDALA FINANCIAL ADVISORS LLC · SALIDA, CO
SALIDA FINANCIAL ADVICE AND PLANNING · SALIDA, CO

More in Salida, CO

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