Matthew Gordon Padera
Investment adviser representative at Cbiz Investment Advisory Services, LLC
8 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
8 years in the industry.
- Cbiz Investment Advisory Services, LLCJul 2023 to now
- CbizJun 2023 to now
- UnemployedMar 2023 to Jun 2023
- Definiti LLCJul 2022 to Mar 2023
- UnemployedMay 2022 to Jul 2022
- Tifin WealthMay 2022 to May 2022
- Eplan ServicesDec 2016 to Apr 2022
- Lt Trust CompanyJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6523667
- Firm CRD
- 286002