Anna Rathbun, financial advisor Cleveland OH
87 score

Anna Rathbun

CRD Number: 6122122
Current Firm: Cbiz Retirement Plan Advisory Services

Anna Rathbun (CRD# 6122122) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cbiz Financial Solutions Inc. Cleveland, OH Sep 2012 - Current 4
Cuyahoga Community College Parma, OH Aug 2005 - Aug 2012 7
Cleveland Institute Of Music Cleveland, OH Aug 2008 - Jul 2012 3
Cleveland Institute Of Music Cleveland, OH Aug 2003 - Jan 2011 7

Anna Rathbun has no recent exams reported.
Contact Info for Anna Rathbun
Phone Number: 216-447-9000
Firm Website: http://www.smartplan.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    11,332
    MILLIONS
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $11,670,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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