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Bradley Bauer

Advisor at Cambridge Financial Group, Inc.

Updated today
Cambridge Financial Group, Inc. logo

Firm

Cambridge Financial Group, Inc.

Location

Columbus, OH 43220

Credentials

Series 65

Industry experience

14 years

About

Bradley Bauer is a financial advisor at Powers Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Cambridge Financial Group, Inc. since 2000. Outside of advisory services, he is also employed as an Ohio Real Estate Salesperson with Concierge Real Estate and Investment. Powers Capital Management, LLC provides discretionary portfolio management primarily to banks, credit unions, and thrift institutions. The firm uses cyclical, fundamental, and technical analysis to construct tailored investment allocations and prepares Investment Policy Statements aligned with clients’ goals and risk tolerance.

Client services

Based on Cambridge Financial Group, Inc.

Portfolio management

Expertise

Based on Cambridge Financial Group, Inc.

Active portfolio management Factor investing / smart beta

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $100,000

Location

4100 Horizons Drive, Suite 209

Columbus, OH 43220

Most active in

Ohio

Work history

Powers Capital Management, LLC

2024 - Present (2 years)

Cambridge Financial Group, Inc.

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Baby Boomers (Born 1946-1964) Approaching retirement
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Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Dennis D

Series 65

Columbus, OH

DBA, Cornerstone Investment Counsel

Passive / index investing Active portfolio management
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Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Michael S

Series 65

Columbus, OH

Steele Investment Counsel, Ltd.

Active portfolio management
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Joseph F

CFP®, Series 63, Series 65

Worthington, OH

Tricord Wealth Advisors

General retirement planning Business exit / sale strategy Cash flow / budgeting
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