Ian
Janecek
Cbiz Investment Advisory Services, LLC
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About this Advisor
Ian Janecek is a financial advisor working in Independence, Ohio with 4 years of industry experience. Janecek currently works for Cbiz Investment Advisory Services, LLC. The advisor has gained experience at Consulting Services Group, LLC, Gavion, LLC and Cbiz Investment Advisory Services LLC. Janecek maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Cbiz Investment Advisory Services, LLC is a business based in Independence, OH. The firm has offices in 16 locations and a total of 91 people on staff. It has $7 billion in assets under management among its 2,122 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 2,122 customer accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a wide range 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 largely depend on which services the firm provides the client. However, fee types billed by Cbiz Investment Advisory Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Ian Janecek Work History
Ian has been registered as a financial advisor for 4 years.*
Cbiz Investment Advisory Services LLC
Gavion, LLC
Consulting Services Group, LLC
*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 Ian Janecek 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
Fairborn, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
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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