BB
BB

Brian Joseph Blach

30 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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
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Location

160 W. Santa Clara Street, Suite 675, San Jose, CA, 95113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian serves on the board of directors for Blach Construction Company, attending one meeting annually and receiving a small stipend. He also dedicates a portion of his time to providing investment-related services for CBIZ IAS.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
August 2017 - Present · 8 yrs 6 mos
CBIZ Financial Solutions, INC.Broker
February 2005 - Present · 21 yrs
CBIZ Retirement Plan Advisory Services
July 2002 - Present · 23 yrs 7 mos
Previous Registrations
Capital Management Investment Group
April 2002 - July 2002 · 3 mos
Securities America, INC.Broker
September 1995 - February 2005 · 9 yrs 5 mos
State Registrations18 states
AZCACOFLGAIDILMAMTNCNJNVNYOHPATXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.