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).
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Total Assets Under Management381MILLION
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Total Number of Accounts170ACCOUNTS
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Average Account Value$2,243,424
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.