Cbiz Financial Solutions, Inc.

Overview

Cbiz Financial Solutions, Inc. is a Broker Dealer and registered investment adviser based in Cleveland, OH, registered since 1985. It reports $8.9M in assets under management across 11 accounts, with 19 employees. Its 22 registered representatives work across 7 branch offices in 7 states.

Reported AUM

$8.9M

Discretionary

100%

Accounts

11

Average account

$807K

Employees

19

Registered reps

22

Branch offices

7

Registered since

1985

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Retirement/Pension Products
• Stock
• 2 more

Executive officers 3 of 3

• Edward Howard Bridges Principal Financial and Operations Officer, Principal Financial Officer, Principal Operations Officer CRD 5087317
• Christopher Mark Brown Chief Compliance Officer, Executive Representative CRD 6028654
• Nancy Marie Mellard Director CRD 4335209

Registered reps 3 of 22

• Robert James Auster Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4163051
• Brian Joseph Blach Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2660233
• Christopher Ryan Blank Registered Rep · Investment Adviser Rep CRD 4613317

19 more registered reps, with emails, phones and branch locations

Location

Headquarters

5959 Rockside Woods Blvd N
Cleveland, OH 44131

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Branch offices

7 in 7 states, including Boca Raton, FL, Cumberland, MD and Kansas City, MO

Registrations

• SEC registered, corporation formed in Maryland
• Registered in 48 jurisdictions
• Website: cbiz.com

Every state, with registration dates

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