Inactive

Anna Zelenovich

Cbiz Investment Advisory Services, LLC

Kansas City, MO

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Current Employers

Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-06-18

MO RA
APPROVED

Since 2025-06-18

Branch Locations

700 W 47Th St #1100, Kansas City, MO 64112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Copper Creek Golf Club	Pleasant Hill	IA	04/2017	05/2018
Mullets	Des Moines	IA	05/2018	08/2018
Hixson-Lied Student Success Center	Ames	IA	08/2018	08/2019
The Cafe	Ames	IA	10/2019	07/2021
Creativeone Wealth	Overland Park	KS	05/2021	08/2021
715	Lawrence	KS	02/2022	06/2024
Spencer Fane Llp	Overland Park	KS	09/2022	05/2024
Cbiz	Kansas City	MO	08/2024	Present
Southeast Polk High School	Pleasant Hill	IA	08/2014	06/2017
Unemployed	Overland Park	KS	08/2021	02/2022

04/2017 → 05/2018

Copper Creek Golf Club

Pleasant Hill, IA
05/2018 → 08/2018

Mullets

Des Moines, IA
08/2018 → 08/2019

Hixson-Lied Student Success Center

Ames, IA
10/2019 → 07/2021

The Cafe

Ames, IA
05/2021 → 08/2021

Creativeone Wealth

Overland Park, KS
02/2022 → 06/2024

715

Lawrence, KS
09/2022 → 05/2024

Spencer Fane Llp

Overland Park, KS
08/2024 → Present

Cbiz

Kansas City, MO
08/2014 → 06/2017

Southeast Polk High School

Pleasant Hill, IA
08/2021 → 02/2022

Unemployed

Overland Park, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-18

S65 Uniform Investment Adviser Law Examination

2025-06-18

View on SEC IAPD

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