Robert Simon Fischgrund

CBIZ Investment Advisory Services, LLC

35 Years of Experience

1 DisclosureBroker

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 (1)

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Customer Dispute

October 2003

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

CBIZ Investment Advisory Services, LLC

August 2017 - Present · 8 yrs 6 mos

CBIZ Financial Solutions, INC.Broker

May 2005 - Present · 20 yrs 9 mos

CBIZ Retirement Plan Advisory Services

January 2004 - Present · 22 yrs 1 mo

Previous Registrations

CBIZ Wealth Management, LLC

May 2010 - May 2011 · 1 yr

National Planning Corporation ("npc of America" in Fl & Ny)

January 2000 - May 2005 · 5 yrs 4 mos

National Planning CorporationBroker

August 1999 - May 2005 · 5 yrs 9 mos

CBIZ Financial Solutions, INC.

April 1999 - December 2003 · 4 yrs 8 mos

Carillon Investments, INC.Broker

November 1990 - May 1994 · 3 yrs 6 mos

Bma Financial Services, INC.Broker

May 1990 - August 1999 · 9 yrs 3 mos

State Registrations13 states

ARAZCACOGAIAKSMAMONENJOHTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.