Ricardo
Gardea
Cbiz Investment Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ricardo Gardea is a financial advisor operating in Phoenix, Arizona, with a total of 1 year of relevant experience. Gardea is an employee of Cbiz Investment Advisory Services, LLC. Their career trajectory has included roles at The Vanguard Group, Inc, Car Financial Services, Inc, Financial Engines Advisors L.L.C, Gardea Auto Group LLC, Wells Fargo and Cbiz. Gardea holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona. Cbiz Investment Advisory Services, LLC is an advisory business operating out of Independence, OH. It has offices in 16 locations and a total of 91 advisors. It has $7 billion in assets under management across its 2,122 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 2,122 customer accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets. Cbiz Investment Advisory Services, LLC performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on the type of financial services provided. Fee types charged by Cbiz Investment Advisory Services, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cbiz Investment Advisory Services, LLC Brokerage Details
$6,453,176,238
91
2,122
$3,041,082
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ricardo Gardea Work History
Ricardo has been registered as a financial advisor for 1 years.*
Cbiz
Wells Fargo
Gardea Auto Group LLC
Financial Engines Advisors L.L.C
Car Financial Services, Inc
The Vanguard Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ricardo Gardea to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cbiz Investment Advisory Services, LLC
Independence, OH
Independence, OH
Independence, OH
Fairborn, OH
Independence, OH
Independence, OH
Independence, OH
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
