Cbiz Retirement Plan Advisory Services
Cbiz Retirement Plan Advisory Services (CRD# 16678) is a financial advisory firm headquartered in Cleveland, OH. They manage $13,843,772,954 in 1,050 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management13,844MILLION
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Total Number of Accounts1,050ACCOUNTS
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Average Account Value$13,184,546
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Martin Bel (CRD# 2499468) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Maitland, FL and has over 23 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 19 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 6 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.
John Dykes (CRD# 1529998) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Overland Park, KS and has over 20 years of experience in the finance industry.
Eric Endress (CRD# 5084117) 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.
Todd Pyles (CRD# 2758310) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 21 years of experience in the finance industry. Todd Pyles 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.
Prashant Ravani (CRD# 2875899) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Los Angeles, CA and has over 20 years of experience in the finance industry. Prashant Ravani 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.
John Smyth (CRD# 1803757) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 27 years of experience in the finance industry. John Smyth 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.
Michael Swallow (CRD# 4065168) 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.
Michael Varner (CRD# 1533314) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Kansas City, MO and has over 31 years of experience in the finance industry.