Brian John Klecan
Investment adviser representative at Cbiz Investment Advisory Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Cbiz Investment Advisory Services, LLCSep 2026 to now
- CbizAug 2026 to now
- UnemployedOct 2025 to Aug 2026
- Usi Consulting GroupJan 2024 to Oct 2025
- Usi SecuritiesJan 2024 to Oct 2025
- Lineweaver WealthAug 2021 to Dec 2023
- Triad AdvisorsAug 2021 to Dec 2023
- Planned Financial ServicesApr 2017 to Jul 2021
- LPL Financial, LLCJan 2017 to Jul 2021
- UnemployedSep 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 4173133
- Firm CRD
- 286002