Cbiz Retirement Plan Advisory Services

Cbiz Retirement Plan Advisory Services (CRD# 16678) is a financial advisory firm headquartered in Cleveland, OH. They manage $381,382,049 in 170 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $2,243,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, 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

Financial Advisors at Cbiz Retirement Plan Advisory Services
Showing 1 - 10 of 48 top financial advisors.
1
Robert J. Auster
CRD#: 4163051
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Robert Auster (CRD# 4163051) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 20 years of experience in the finance industry.

2
Martin B. Bel
CRD#: 2499468
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Martin Bel (CRD# 2499468) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 26 years of experience in the finance industry.

3
Brian J. Blach
CRD#: 2660233
160 W. Santa Clara Street, Suite 450, San Jose, CA 95113

Brian Blach (CRD# 2660233) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in San Jose, CA and has over 25 years of experience in the finance industry.

4
Christopher R. Blank
CRD#: 4613317
50 Baltimore Street, 4th Floor, Cumberland, MD 21502

Christopher Blank (CRD# 4613317) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 16 years of experience in the finance industry.

5
Christopher M. Brown
CRD#: 6028654
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Christopher Brown (CRD# 6028654) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 8 years of experience in the finance industry.

6
Patricia M. Cage
CRD#: 2924826
9755 Patuxent Woods Drive, Suite 200, Columbia, MD 21046

Patricia Cage (CRD# 2924826) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Columbia, MD and has over 22 years of experience in the finance industry.

7
Sarah L. Cathey
CRD#: 5618367
700 West 47th Street, Suite 1100, Kansas City, MO 64112

Sarah Cathey (CRD# 5618367) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Kansas City, MO and has over 11 years of experience in the finance industry.

8
Brian E. Dean
CRD#: 1735706
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Brian Dean (CRD# 1735706) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 21 years of experience in the finance industry.

9
Patrick G. Donnelly
CRD#: 5812508
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Patrick Donnelly (CRD# 5812508) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 9 years of experience in the finance industry. Patrick Donnelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Kerry J. Ely
CRD#: 5109596
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Kerry Ely (CRD# 5109596) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 2 years of experience in the finance industry.

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