Adviser and broker representative · Cbiz Financial Solutions, Inc.

Gilbert J. Keller

CRD 5730057 · Kansas City, MO

At a glance

Gilbert J. Keller is an investment adviser representative with Cbiz Financial Solutions, Inc. in Kansas City, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gilbert’s SEC record dates to 2012, about 14 years ago. Gilbert is also registered as a broker representative.

Current advisory firms

Cbiz Financial Solutions, Inc.Since January 2012Kansas City, MO · $9M in regulatory assets
Cbiz Investment Advisory Services, LLCSince October 2018Kansas City, MO · $13B in regulatory assets

SEC adviser record

Registered since: 2012 (14 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Gilbert’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

Open Atlas free Member sign in

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.