CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ RETIREMENT PLAN ADVISORY SERVICES
CLEVELAND, Ohio·3 registered advisors·CRD# 16678
SEC# 801-563326216-447-9000
01

Firm Overview

AUM
$41M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
03

Specialties

Wealth Management
04

Advisors at CBIZ FINANCIAL SOLUTIONS, INC.

3 registered advisors
Carl Larry Cline
CLEVELAND, Ohio
Edward Howard Bridges
CLEVELAND, Ohio
Luke Flagg Baum
CLEVELAND, Ohio
CFP
05

Office Locations

CLEVELAND, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. CBIZ FINANCIAL SOLUTIONS, INC. (CRD# 16678) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.