Ricardo Gardea
Investment adviser representative at Cbiz Investment Advisory Services, LLC
6 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
6 years in the industry.
- Cbiz Investment Advisory Services, LLCJun 2022 to now
- CbizMay 2022 to now
- Wells FargoFeb 2022 to Apr 2022
- Gardea Auto Group LLCOct 2020 to Dec 2021
- Financial Engines Advisors L.L.C.Jan 2019 to Jul 2020
- Car Financial Services, Inc.Sep 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5850721
- Firm CRD
- 286002