Richard Christian Ritzer
Investment adviser representative at Cbiz Investment Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Cbiz Investment Advisory Services, LLCMay 2018 to now
- Cbiz Investment Advisory Service LLCMay 2018 to now
- Inr Advisory Services, LLCJan 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5873269
- Firm CRD
- 286002