Michael Bernard Glackin

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

• 12/1996 → 06/2017
  Kdb Resources, Inc
  Media, PA
• 11/2005 → 01/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2017 → 05/2018
  Inr Advisory Services, Llc
  Media, PA
• 05/2018 → Present
  Cbiz Investment Advisory Services Llc
  Cleveland, OH

Previous Registrations

• 2006-01-23 → 2019-04-01
  Inr Advisory Services, Llc
  Media, PA
• 2005-10-21 → 2005-12-31
  Inr Advisory Services, Llc
  Media, PA
• 2000-02-03 → 2005-11-04
  1717 Capital Management Company
  Media, PA

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) Delaware County Fraternal Order of Police Lodge 27 Foundation - Non Investment Related - 0 hours during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1993-10-22

Designations

• Certified Financial Planner

Other Names

• Mike Glackin
• Michael B Glackin