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Ian M Janecek

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Memphis, TN

CRD 3190911

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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
TN RA APPROVED 2019-07-31
  • TN RA
    APPROVED
    Since 2019-07-31

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

5100 Poplar 30Th Floor, Memphis, TN 38137 • 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
Gavion, Llc Memphis TN 09/2013 09/2024
Cbiz Investment Advisory Services Llc Cleveland OH 07/2019 Present
Previous Registrations
  • 2013-10-03 → 2019-12-11
    Gavion, Llc
    Memphis, TN
  • 2006-03-14 → 2013-09-19
    Consulting Services Group, Llc
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-17
  • S66 Uniform Combined State Law Examination
    2004-04-17

View on SEC IAPD

Nearby Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
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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