Inactive

Alison Brigid Decrane

Cbiz Investment Advisory Services, LLC

CRD 8125773

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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:

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
OH	RA	APPROVED	2025-09-25

OH RA
APPROVED

Since 2025-09-25

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • 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
Ohio State University	Columbus	OH	08/2014	06/2018
Cbiz	Cleveland	OH	05/2017	Present

08/2014 → 06/2018

Ohio State University

Columbus, OH
05/2017 → Present

Cbiz

Cleveland, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-11

S65 Uniform Investment Adviser Law Examination

2025-07-11

View on SEC IAPD

Nearby Firms

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VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

LAURA ANN COLLINS

ANDREW JOSEPH GIVENS

WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH

VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

More in Cleveland, OH

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