Michael
Glackin
Cbiz Investment Advisory Services, LLC
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About this Advisor
Michael Glackin is a certified financial planner working out of Media, Pennsylvania who has 5 years of relevant experience. Glackin is on the advisory team at Cbiz Investment Advisory Services, LLC. Throughout their career, Glackin has worked at Kdb Resources, Inc, Cambridge Investment Research, Inc, Inr Advisory Services, LLC and Cbiz Investment Advisory Services LLC. Glackin maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Cbiz Investment Advisory Services, LLC is an advisory company that has its headquarters in Independence, OH. It has offices in 16 locations and a total of 91 employees. It handles $7 billion in total assets between its 2,122 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises five charities and foundations. Of its 2,122 accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides 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 management fees typically depend on which services are provided. 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
Michael Glackin Work History
Michael has been registered as a financial advisor for 5 years.*
Cbiz Investment Advisory Services LLC
Inr Advisory Services, LLC
Cambridge Investment Research, Inc
Kdb Resources, 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 Glackin 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
Independence, OH
Independence, OH
Independence, OH
Fairborn, OH
Independence, OH
Independence, OH
Denver, CO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
