Christopher John Tomlinson

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

• 07/1999 → Present
  Provident Mutual
  Radnor, PA
• 09/2005 → 05/2018
  Inr Advisory Services, Llc
  Media, PA
• 11/2000 → Present
  Kdb Resources
  Media, PA
• 11/2005 → 01/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2018 → Present
  Cbiz Investment Advisory Services Llc
  Cleveland, OH

Previous Registrations

• 2006-01-23 → 2019-04-01
  Inr Advisory Services, Llc
  Media, PA
• 2005-10-24 → 2005-12-31
  Inr Advisory Services, Llc
  Media, PA
• 2002-05-24 → 2005-11-04
  1717 Capital Management Company
  Media, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-16
• S63 Uniform Securities Agent State Law Examination
  1997-04-11

Other Names

• Christopher J Tomlinson