Travis
Helmich
Cbiz Investment Advisory Services, LLC
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About this Advisor
Travis Helmich is a financial advisor operating out of Independence, Ohio, with a total of 2 years of industry experience. Helmich currently works for Cbiz Investment Advisory Services, LLC. Their career trajectory has included roles at Fifth Third Bank, Fifth Third Securities and Cbiz Investment Advisory Services LLC. Helmich holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Ohio. Cbiz Investment Advisory Services, LLC is a financial advisory business that has its headquarters in Independence, OH. The firm has offices in 16 locations and a total of 91 employees. It controls $7 billion in total assets between its 2,122 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 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 has 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. Financial advisory fee schedules usually are based on the services offered. However, fees billed by Cbiz Investment Advisory Services, LLC can include 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
Travis Helmich Work History
Travis has been registered as a financial advisor for 2 years.*
Cbiz Investment Advisory Services LLC
Fifth Third Securities
Fifth Third Bank
*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 Travis Helmich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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