Natasha Colleen Dockstader
Investment adviser representative at Cbiz Investment Advisory Services, LLC
20 yearsExperience
2 statesRegistered in
$12.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cbiz Investment Advisory Services, LLCJul 2025 to now
- Gallagher Fiduciary Advisors, LLCApr 2022 to now
- Osaic Wealth, Inc.Aug 2024 to Jun 2025
- Triad Advisors IncMar 2022 to Aug 2024
- Kestra Financial, Inc.Sep 2018 to Mar 2022
- Gallagher Benefit Services, Inc.Jul 2018 to Mar 2022
- Lockton Companies, LLCOct 2006 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (MO, OH).
Cbiz Investment Advisory Services, LLC
$12.8BAssets managed
2,850Clients
91Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4170687
- Firm CRD
- 286002