Krystal Lynn Stair
Investment adviser representative at Cbiz Investment Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.8BFirm assets
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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
19 years in the industry.
- Cbiz Investment Advisory Services, LLCMay 2024 to now
- CbizOct 2013 to now
- Mary Kay Inc.Feb 2007 to now
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5628352
- Firm CRD
- 286002