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Financial ADVSR advisor directory · SEC adviser records

Cbiz Investment Advisory Services, LLC financial advisors in Kansas City, MO

Every SEC-registered investment adviser representative at a Cbiz Investment Advisory Services, LLC office in Kansas City, A to Z.

The short answer

6 registered advisors work at Cbiz Investment Advisory Services, LLC in Kansas City, out of 79 at the firm nationwide; it ranks number 23 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Cbiz Investment Advisory Services, LLC advisors in Kansas City, A to Z

Every Cbiz Investment Advisory Services, LLC advisor →

Cbiz Investment Advisory Services, LLC advisors in every city and state →Cbiz Investment Advisory Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Cbiz Investment Advisory Services, LLC advisors in other cities

Cleveland, OH 37Cumberland, MD 7Media, PA 7Boca Raton, FL 2Maitland, FL 2Memphis, TN 2Phoenix, AZ 2Boston, MA 1Chicago, IL 1Columbia, MD 1Dallas, TX 1Denver, CO 1Fairborn, OH 1Gun Barrel City, TX 1High Point, NC 1

Other firms in Kansas City

All Kansas City advisors →

Modern Wealth Management, LLC 69Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Umb Financial Services, Inc. 9

Questions

How many financial advisors does Cbiz Investment Advisory Services, LLC have in Kansas City?

6 investment adviser representatives are registered at Cbiz Investment Advisory Services, LLC offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 79 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Cbiz Investment Advisory Services, LLC one of the largest advisor employers in Kansas City?

Cbiz Investment Advisory Services, LLC ranks number 23 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 69.

How do I check a Cbiz Investment Advisory Services, LLC advisor in Kansas City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cbiz Investment Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.