Unclaimed Profile

Luke Flagg Baum

CBIZ FINANCIAL SOLUTIONS, INC.·CLEVELAND, Ohio

SIE, Series 4, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOCFP24 years registeredCBIZ FINANCIAL SOLUTIONS, INC.

6050 OAK TREE BLVD, CLEVELAND, OH 44131CRD# 2045397Firm CRD# 16678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Luke Flagg Baum · CLEVELAND, OH

Registration

CRD #2045397 · CBIZ FINANCIAL SOLUTIONS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Mar 2025 – present

FIDELITY BROKERAGE SERVICES LLC

Mar 2022 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Mar 2022 – Mar 2025

SHAKER HEIGHTS, OH

KINGSWOOD WEALTH ADVISORS, LLC

Jan 2022 – Feb 2022

Shaker Heights, OH

CL WEALTH MANAGEMENT LLC

Nov 2019 – Mar 2020

Shaker Heights, OH

CBIZ WEALTH MANAGEMENT, LLC

Jun 2010 – Jun 2011

CLEVELAND, OH

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Aug 2005 – Dec 2017

CLEVELAND, OH

ASSETMARK INVESTMENT SERVICES

Aug 2004 – Aug 2005

CHICAGO, IL

VESTAX SECURITIES CORPORATION

May 2002 – Dec 2003

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · May 10, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

1999Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CBIZ FINANCIAL SOLUTIONS, INC.

CRD 16678 · SEC 801-56332

AUM

$41M

Regulatory assets under management

Employees

32 client accounts

Services offered by CBIZ FINANCIAL SOLUTIONS, INC.

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at CBIZ FINANCIAL SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Luke Flagg Baum offer?

Luke Flagg Baum specializes in Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Luke Flagg Baum's credentials?

Luke Flagg Baum holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Luke Flagg Baum located?

Luke Flagg Baum is based in CLEVELAND, Ohio, working with CBIZ FINANCIAL SOLUTIONS, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Luke Flagg Baum charge for services?

Luke Flagg Baum's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CBIZ FINANCIAL SOLUTIONS, INC.?

CBIZ FINANCIAL SOLUTIONS, INC. has approximately 24 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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