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Nathan W Behan

Cbiz Investment Advisory Services, LLC

Denver, CO

Cleveland, OH

CRD 4184741

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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

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

4600 South Ulster Street, Denver, CO 80237 • United States

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
OrganizationCityStateFromTo
Envestnet Asset Management, Inc. Denver CO 04/2012 02/2020
Cbiz Denver CO 02/2022 Present
Unemployed Denver CO 03/2020 02/2022
  • 04/2012 → 02/2020
    Envestnet Asset Management, Inc.
    Denver, CO
  • 02/2022 → Present
    Cbiz
    Denver, CO
  • 03/2020 → 02/2022
    Unemployed
    Denver, CO
Previous Registrations
  • 2012-06-07 → 2020-03-10
    Envestnet Pmc
    Chicago, IL
    Denver, CO
  • 2003-04-21 → 2012-05-11
    Prima Capital Management, Inc.
    Denver, CO
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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