Nicholas Paul Bebout
Investment adviser representative at Cbiz Investment Advisory Services, LLC
11 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
11 years in the industry.
- Cbiz Investment Advisory Services, LLCJun 2020 to now
- CbizAug 2019 to now
- Diebold NixdorfOct 2017 to May 2019
- Toys "r" UsNov 2016 to Jan 2017
- Walsh UniversityMay 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7176392
- Firm CRD
- 286002