Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
2,658 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$10K
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Location

721 Emerson Road, Suite 400, St Louis, MO, 63141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
August 2017 - Present · 8 yrs 6 mos
CBIZ Retirement Plan Advisory Services
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
CBIZ Financial Solutions, INC.Broker
January 2007 - December 2021 · 14 yrs 11 mos
Mmc Securities CORP.
May 2005 - November 2006 · 1 yr 6 mos
Mmc Securities CORP.Broker
August 2001 - November 2006 · 5 yrs 3 mos
Sentry Equity Services, INC.Broker
September 1983 - June 2001 · 17 yrs 9 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.