TrueAdvisor
TrueAdvisor
CO
CO

Cindy Renea Orr

CBIZ Investment Advisory Services, LLC
29 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
CBIZ Investment Advisory Services, LLC
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

Location

700 W 47th st, suite 1100, Kansas City, MO, 64112

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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 2019 - Present · 6 yrs 6 mos
Previous Registrations
CBIZ Retirement Plan Advisory Services
October 2005 - December 2023 · 18 yrs 2 mos
CBIZ Financial Solutions, INC.Broker
May 2005 - February 2023 · 17 yrs 9 mos
National Planning CorporationBroker
August 1999 - May 2005 · 5 yrs 9 mos
Bma Financial Services, INC.Broker
August 1996 - July 1999 · 2 yrs 11 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.