Michael
Swallow
Cbiz Financial Solutions, Inc
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About this Advisor
Michael Swallow is a chartered financial analyst who works in Independence, Ohio with a total of 23 years of relevant experience. Swallow is on the advisory team at Cbiz Financial Solutions, Inc. They have spent their whole time as a financial advisor at Cbiz Financial Solutions, Inc. Swallow has a Series 63 license, qualifying them as a securities broker, and can operate in Ohio. Cbiz Financial Solutions, Inc is a business based out of Independence, OH. The company has offices in seven locations and a total of 27 advisors. It administers $58 million in assets across its 42 client accounts, making it one of the smaller financial advisory firms in the country by assets under management. The business performs a wide assortment of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services are provided. Fee types charged by Cbiz Financial Solutions, Inc most likely include any combination 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
Michael Swallow Work History
Michael has been registered as a financial advisor for 23 years.*
Cbiz Financial Solutions, 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 Michael Swallow 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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