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Gilbert Jackson Keller

CBIZ Investment Advisory Services, LLC
16 Years of Experience
Broker
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

700 West 47th Street, Suite 1100, Kansas City, MO, 64112

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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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Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
October 2018 - Present · 7 yrs 4 mos
CBIZ Retirement Plan Advisory Services
January 2012 - Present · 14 yrs 1 mo
CBIZ Financial Solutions, INC.Broker
November 2009 - Present · 16 yrs 3 mos
State Registrations4 states
IAKSMONY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.