Karen Barta, financial advisor Pleasant Hill CA

Karen Barta

CRD Number: 6376747
Current Firm: Cbiz Investment Advisory Services, LLC

Karen Barta (CRD# 6376747) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Pleasant Hill, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cbiz Investment Advisory Services Cleveland, OH Feb 2020 - Current 4
Stephen James Butler LLC Pleasant Hill, CA Dec 2014 - Sep 2021 6
Pension Dynamics Securities Corporation Pleasant Hill, CA Nov 2009 - Sep 2021 11
Pension Dynamics Company LLC Pleasant Hill, CA Nov 2009 - Feb 2020 10
Stephen James Butler, Sole Proprietor Pleasant Hill, CA Nov 2009 - Dec 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Karen B. Barta
Phone Number: 216-447-9000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,859
    MILLIONS
  • Total Number of Accounts
    2,257
    ACCOUNTS
  • Average Account Value
    $3,925,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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