Sharon Marie Stadul

Employer firm

Cbs Funding, Inc. CRD 158408

$70.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Cbs Funding, Inc.
  Broadview Hts., OH
• 04/2007 → Present
  Creative Benefit Strategies, Inc.
  Broadview Hts., OH
• 05/2014 → Present
  Cbs Funding, Inc.
  Broadview Heights, OH
• 05/2024 → Present
  Herbs & Humor Llc
  Royalton, OH
• 05/2024 → Present
  Stretch Comedy Wellness Llc
  North Royalton, OH
• 07/2025 → Present
  National Speakers Association Of Ohio
  Hilliard, OH

Other Businesses

(1)CREATIVE BENEFIT STRATEGIES, INC.; NO; BROADVIEW HTS., OH; RETIREMENT PLAN ADMINISTRATION & ACTUARIAL SERVICES; POSITION: OFFICE MANAGER; 04/2007; 100/ PER MO; 60/ PER MO; DUTIES: GENERAL BOOKKEEPING (PROCESS ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE, ACCOUNT RECONCIALIATION AND SEND REPORTS TO PARTNERS AND CPA); HUMAN RESOURCES (MAINTAIN EMPLOYEE PERSONNEL FILES, PREPARE PAPERWORK FOR NEW HIRES, RECORD VACATION/SICK TIME, EMPLOYEE BENEFITS PAPERWORK); SECRETARIAL (PREPARE AND DISTRIBUTE CORRESPONDENCE, HANDLE ASSIGNED PROJECTS, ANSWER PHONES AS NEEDED); GENERAL OFFICE MANAGEMENT (COORDINATE WITH IT CONSULTANT TO RESOLVE COMPUTER ISSUES, OVERSEE RECORD RETENTION, PROTECTION AND RETRIEVAL, FOLLOW UP ON VENDOR CONTRACT RENEWALS) (2) STRETCH COMEDY WELLNESS LLC; NO; NORTH ROYALTON, OH; 05/2024; YOGA AND WELLNESS WORKSHOPS AND RETREATS; POSITION: OWNER; 10/ HRS MO; 0/ HRS MO; MANAGEMENT, MARKETING, FACILITATOR (3) HERBS & HUMOR LLC; NO; NORTH ROYALTON, OH; 05/2024; HEALTH COACHING & WELLNES PRODUCTS; POSTION: MEMBER; 10/ HRS MO; 0/HRS MO; CO-MANAGEMENT, HEALTH COACHING SERVICES, WELLNESS PRODUCT SALES. (4) NATIONAL SPEAKERS ASSOCIATION OF OHIO; NO; HILLIARD, OH; NON-PROFIT; BOARD TREASURER; 07/2025; 6/ HRS MO; 0/ HRS MO; MAINTAIN FINANCIAL RECORDS, PROVIDE FINANCIAL REPORTS, FILE YEARLY TAX DOCUMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-27