David Baum is a founder and managing partner of Butler Capital Advisors, an independent financial firm. David began his career in financial services in 1991. Since then, David has built a business working with individuals, business owners, and professionals in the areas of employee benefits and financial consulting. He is a registered representative with Cambridge Investment Research, Inc. David is fully registered to provide all types of investments and licensed for insurance services – group, individual and Medicare insurance. As a benefits broker, he aims to help guide employers and their companies through the ever-changing world of insurance benefits to make decisions with the best interests of both the company and its employees in mind.
David and his staff of knowledgeable professionals take pride in their high standard of ethics and their ability to make a difference for their clients.
David is currently licensed in multiple states for securities and insurance. His insurance certifications include AHIP, Federal Marketplace for Individuals and SHOP. David also holds FINRA series 6, 7, and 63 securities licenses.
David resides in Perrysburg, Ohio and enjoys traveling and landscaping.