Cbiz Retirement Plan Advisory Services

Cbiz Retirement Plan Advisory Services (CRD# 16678) is a financial advisory firm headquartered in Cleveland, OH. They manage $41,129,729 in 32 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,285,304
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, IA, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WV

Financial Advisors at Cbiz Retirement Plan Advisory Services
Showing 1 - 10 of 21 top financial advisors.
1
Robert J. Auster
CRD#: 4163051
5959 Rockside Woods Blvd N, Suite 600, 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 23 years of experience in the finance industry.

2
Martin B. Bel
CRD#: 2499468
5959 Rockside Woods Blvd N, Suite 600, 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 29 years of experience in the finance industry.

3
Brian J. Blach
CRD#: 2660233
160 W. Santa Clara Street, Suite 675, 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 28 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 19 years of experience in the finance industry.

5
Christopher M. Brown
CRD#: 6028654
5959 Rockside Woods Blvd N, Suite 600, 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 11 years of experience in the finance industry.

6
Brian E. Dean
CRD#: 1735706
5959 Rockside Woods Blvd N, Suite 600, 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 24 years of experience in the finance industry.

7
Eric M. Endress
CRD#: 5084117
6801 Brecksville Rd, Door N, Independence, OH 44131

Eric Endress (CRD# 5084117) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Independence, OH and has over 15 years of experience in the finance industry.

8
Sy J. Farris
CRD#: 5532725
50 Baltimore Street, 4th Floor, Cumberland, MD 21502

Sy Farris (CRD# 5532725) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 15 years of experience in the finance industry.

9
Matthew J. Felten
CRD#: 5179113
50 Baltimore Street, 4th Floor, Cumberland, MD 21502

Matthew Felten (CRD# 5179113) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 17 years of experience in the finance industry.

10
Robert S. Fischgrund
CRD#: 2057414
700 West 47th Street, Suite 1100, Kansas City, MO 64112

Robert Fischgrund (CRD# 2057414) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Kansas City, MO and has over 33 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.