Anna Zelenovich
Investment adviser representative at Cbiz Investment Advisory Services, LLC
12 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
12 years in the industry.
- Cbiz Investment Advisory Services, LLCJun 2025 to now
- CbizAug 2024 to now
- Spencer Fane LLPSep 2022 to May 2024
- 715Feb 2022 to Jun 2024
- UnemployedAug 2021 to Feb 2022
- Creativeone WealthMay 2021 to Aug 2021
- The CafeOct 2019 to Jul 2021
- Hixson-lied Student Success CenterAug 2018 to Aug 2019
- MulletsMay 2018 to Aug 2018
- Copper Creek Golf ClubApr 2017 to May 2018
- Southeast Polk High SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7999335
- Firm CRD
- 286002