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Cole McClarren

Member at Cambridge Financial Group in Tucson, AZ

Investment adviser registrationUpdated

Cole McClarren holds the title Member at Cambridge Financial Group, LLC, an investment adviser managing $646M, and works from its Tucson, AZ office. Cole McClarren has been registered as an investment adviser representative through Cambridge Financial Group since 24 January 2014, has 12 years in the industry across 1 firm and has passed the Series 65.

12
Years in industry
12
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Cole McClarren has held the title Member at Cambridge Financial Group since January 2020, is a control person of the firm and directly owns between 25% and 50% of it.

Cambridge Financial Group, LLC is a Tucson, AZ firm with $646M under management, 293 clients and 4 advisers in one office, as of its April 2026 filing.

  1. – present · 12 years
    Tucson, AZ · Adviser representative · Firm CRD 117428

Credentials and registrations

Investment adviser representative registrations

Cole McClarren is registered as an investment adviser representative in Arizona, since February 2014.

  • ArizonaSince 18 February 2014

Examinations

Series 6524 January 2014
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Cole Justin McClarren
CRD
6278760
Firm
Cambridge Financial Group · CRD 117428
Role
Member
Office
6700 N. ORACLE RD., SUITE 324, Tucson, AZ 85704
Registration
Investment adviser registration
In the industry since
January 2014
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Cole McClarren work?

Cole McClarren has held the title Member at Cambridge Financial Group, LLC since January 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 April 2026

Is Cole McClarren a financial advisor?

Yes. Cole McClarren has a current investment-adviser registration in Arizona, through Cambridge Financial Group since January 2014.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Cole McClarren have?

Cole McClarren has 12 years in the financial industry, since January 2014, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Cole McClarren passed?

Cole McClarren passed the Series 65 in January 2014.

Source: IAPD individual record, checked 22 October 2026

Where is Cole McClarren based?

Cole McClarren’s registered office is in Tucson, AZ.

Source: IAPD individual record, checked 22 October 2026

Is Cole McClarren registered with FINRA?

No. Cole McClarren has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Cole McClarren’s record?

Search CRD 6278760 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole McClarren’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Cambridge Financial Group

Sources

  1. IAPD individual record, CRD 6278760, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cambridge Financial Group, LLC, filed 28 April 2026. Title, control and ownership bands.