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Nicholas Rhoa

Cbiz Investment Advisory Services, LLC

Indianapolis, IN

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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

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-09
  • IN RA
    APPROVED
    Since 2026-03-09

Branch Locations

3925 River Crossing Pkwy Suite 100, Indianapolis, IN 46240 • 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
OrganizationCityStateFromTo
Cbiz Indianapolis IN 06/2021 Present
Indiana University Bloomington IN 07/2020 05/2021
Ball State Univeristy Muncie IN 08/2016 05/2020
Dart Container Corporation Mason MI 05/2019 08/2019
Somerset Cpas And Advisors Indianapolis IN 01/2019 04/2019
Marana Group Kalamazoo MI 06/2017 08/2017
  • 06/2021 → Present
    Cbiz
    Indianapolis, IN
  • 07/2020 → 05/2021
    Indiana University
    Bloomington, IN
  • 08/2016 → 05/2020
    Ball State Univeristy
    Muncie, IN
  • 05/2019 → 08/2019
    Dart Container Corporation
    Mason, MI
  • 01/2019 → 04/2019
    Somerset Cpas And Advisors
    Indianapolis, IN
  • 06/2017 → 08/2017
    Marana Group
    Kalamazoo, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-19
  • S65 Uniform Investment Adviser Law Examination
    2026-02-19
Other Names
  • Nick Rhoa

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
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