CB
CB

Christopher Ryan Blank

21 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
Loading...

Location

50 Baltimore Street, 4th Floor, Cumberland, MD, 21502

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher dedicates most of his time to investment-related services for CBIZ IAS. He also spends some time providing non-investment related services for the parent company or its affiliates.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
April 2018 - Present · 7 yrs 10 mos
CBIZ Retirement Plan Advisory Services
December 2017 - Present · 8 yrs 2 mos
CBIZ Financial Solutions, INC.Broker
April 2005 - Present · 20 yrs 10 mos
Previous Registrations
H.D. Vest Investment ServicesBroker
August 2004 - April 2005 · 8 mos
State Registrations5 states
KYMDPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.