Tyler
Becka

Cbiz Financial Solutions, Inc

CRD#6988946
Investment Advisor
in Independence, OH

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About this Advisor

Tyler Becka is a financial advisor based in Independence, Ohio, working with Cbiz Financial Solutions, Inc. Tyler has previously held positions at Cbiz Financial Solutions Inc and the University Of Akron. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Tyler is part of Cbiz Financial Solutions, Inc, which operates out of Independence, Ohio. 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

Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

5959 Rockside Woods Blvd N Suite 600
Independence, OH 44131

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Cbiz Financial Solutions, Inc Brokerage Details

Total Assets Under Management

$41,129,729

OH Average: $2,106,341,625
Total Number of Employees

24

OH Average: 34
Total Number of Accounts

32

OH Average: 1,972
Average Account Size

$1,285,304

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Tyler Becka Work History

2013 - Present (11 years)

Cbiz Financial Solutions Inc

2012 - 2016 (4 years)

University Of Akron

Disclosures

Please visit the SEC profile of Tyler Becka 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

Christopher Brown
Independence, OH
Jennifer Gage
Independence, OH
Tyler Becka
Independence, OH
Christine Kalt
Independence, OH
Michael Ziccardi
Independence, OH
Sy Farris
Cumberland, MD
Gilbert Keller
Kansas City, MO
Edmund Hinders
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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