Karen Barabutes Barta
Investment adviser representative at Cbiz Investment Advisory Services, LLC
17 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
17 years in the industry.
- Cbiz Investment Advisory Services, LLCFeb 2020 to now
- Stephen James Butler LLCDec 2014 to Sep 2021
- Pension Dynamics Securities CorporationNov 2009 to Sep 2021
- Pension Dynamics Company LLCNov 2009 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6376747
- Firm CRD
- 286002