Cbs Funding, Inc.

Cbs Funding, Inc. (CRD# 158408) is a financial advisory firm headquartered in Broadview Heights, OH. They manage $70,402,702 in 122 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $577,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

MI, OH, TX

Financial Advisors at Cbs Funding, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Steve J. Persons
CRD#: 2540455
10155 Broadview Road, Suite 6, Broadview Heights, OH 44147
93
Wealthminder
score

Steve Persons (CRD# 2540455) is an Investment Advisor Representative working at Cbs Funding, Inc. in Broadview Heights, OH and has over 22 years of experience in the finance industry.

2
Marylis A. Wozniacki
CRD#: 2316829
Clarkston, MI
93
Wealthminder
score

Marylis Wozniacki (CRD# 2316829) is an Investment Advisor Representative working at Cbs Funding, Inc. in Clarkston, MI and has over 19 years of experience in the finance industry.

3
Sharon M. Stadul
CRD#: 6309236
10155 Broadview Road, Suite 6, Broadview Heights, OH 44147
88
Wealthminder
score

Sharon Stadul (CRD# 6309236) is an Investment Advisor Representative working at Cbs Funding, Inc. in Broadview Heights, OH and has over 2 years of experience in the finance industry.

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