TrueAdvisor
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DO
DO

Derek Michael Otremba

CBIZ Investment Advisory Services, LLC
28 Years of Experience
View SEC Summary
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

5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131

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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

Derek dedicates most of his time to providing non-investment related services for the parent company or affiliated companies of the broker-dealer. This activity is not investment-related.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
CBIZ Retirement Plan Advisory Services
October 2017 - December 2021 · 4 yrs 2 mos
CBIZ Financial Solutions, INC.Broker
November 2013 - December 2021 · 8 yrs 1 mo
MML Distributors, LLCBroker
January 2013 - August 2013 · 7 mos
Hartford Securities Distribution Company, INC.Broker
August 2008 - January 2013 · 4 yrs 5 mos
Gwfs Equities, INC.Broker
February 2007 - July 2008 · 1 yr 5 mos
Adp Broker-Dealer, INC.Broker
June 2000 - February 2007 · 6 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
April 1997 - June 2000 · 3 yrs 2 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.