Bollin Wealth Management
45yrs
Top advisor by experience in Perrysburg
34yrs
David Baum
Full name on record: David Michael Baum
Financial advisor at Cambridge Investment Research Advisors
David Baum is a financial advisor in Perrysburg, Ohio, with 34 years in the industry. David joined Cambridge Investment Research Advisors in 2009, after six years at Cetera Advisors and four years at Vestax Securities. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience34 years (since 1992)
How that compares ?Top 7% by experience in Perrysburg
Office28350 Kensington Ln Suite 100, Perrysburg, OH 43551
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2004 – 2009Cetera Advisors LLCPreviously
- 1999 – 2004Vestax Securities CorporationPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for David Baum. David works from the Perrysburg, OH office.
How long has David been a financial advisor?
David has been in the industry since 1992, about 34 years. Top 7% by experience in Perrysburg.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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