Gilbert Jackson Keller

CBIZ Investment Advisory Services, LLC

16 Years of Experience

Broker

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 West 47th Street, 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.

Employment History

Current Registrations

CBIZ Investment Advisory Services, LLC

October 2018 - Present · 7 yrs 4 mos

CBIZ Retirement Plan Advisory Services

January 2012 - Present · 14 yrs 1 mo

CBIZ Financial Solutions, INC.Broker

November 2009 - Present · 16 yrs 3 mos

State Registrations4 states

IAKSMONY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.