Alexander James Laikos
Investment adviser representative at Cbiz Investment Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$12.8BFirm assets
9 yearsFirm in business
Are you Alexander James Laikos? Claim your profile
Contact this firm
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
13 years in the industry.
- Cbiz Investment Advisory Services, LLCJan 2020 to now
- CbizMay 2018 to now
- Ashland UniversityJan 2017 to now
- CbizMay 2017 to Aug 2017
- Kent StateAug 2015 to Dec 2016
- Pete LaikosJun 2013 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7114073
- Firm CRD
- 286002