Derek Michael Otremba

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Cbiz Financial Solutions Inc
  Columbia, MD

Previous Registrations

• 2017-10-04 → 2021-12-31
  Cbiz Financial Solutions, Inc.
  Cleveland, OH
  Columbia, MD

Other Businesses

A MAJORITY OF TIME IS DEDICATED TO A ROLE PROVIDING NON-INVESTMENT RELATED SERVICES FOR THE PARENT COMPANY OF THE BROKER-DEALER OR ONE OR MORE OF ITS AFFILIATED COMPANIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-03
• S63 Uniform Securities Agent State Law Examination
  1997-05-08