Robert
Fischgrund
Cbiz Financial Solutions, Inc
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About this Advisor
Robert Fischgrund is a financial advisor based in Kansas City, Missouri, working with Cbiz Financial Solutions, Inc. Robert has previously held positions at Cbiz Benefits & Insurance Services, Inc and Cbiz Financial Solutions, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Missouri. Currently, Robert is part of Cbiz Financial Solutions, Inc, which operates out of Kansas City, Missouri. The firm has 6 offices and 24 employees. The firm manages assets totaling $41.1 million. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cbiz Financial Solutions, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cbiz Financial Solutions, Inc Brokerage Details
$41,129,729
24
32
$1,285,304
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Fischgrund Work History
Cbiz Financial Solutions, Inc
Cbiz Benefits & Insurance Services, Inc
Disclosures
Please visit the SEC profile of Robert Fischgrund 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 Retirement Plan Advisory Services
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Cumberland, MD
Kansas City, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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