Christopher
Brown
Cbiz Financial Solutions, Inc
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About this Advisor
Christopher Brown is a financial advisor based in Independence, Ohio, with 5 years of industry experience. Brown is an advisor for Cbiz Financial Solutions, Inc. Throughout their career, Brown has worked at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Pnc Investments, Pcn Bank, Guardian Life Ins, Park Avenue Securities and Cbiz Financial Solutions Inc. Brown holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in Ohio. Cbiz Financial Solutions, Inc is a registered investment firm that has its headquarters in Independence, OH. The investment advisory business has offices in seven locations and a total of 27 advisors. It handles $58 million in assets under management among its 42 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. The firm performs a diverse assortment of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are provided. Fees billed by Cbiz Financial Solutions, Inc can consist of some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cbiz Financial Solutions, Inc Brokerage Details
$57,856,282
27
42
$1,377,531
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Brown Work History
Christopher has been registered as a financial advisor for 5 years.*
Cbiz Financial Solutions Inc
Park Avenue Securities
Guardian Life Ins
Pnc Investments
Pcn Bank
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*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 Christopher Brown 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
Cumberland, MD
Kansas City, MO
Saint Louis, MO
Independence, OH
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.
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