Nicholas Rhoa
Investment adviser representative at Cbiz Investment Advisory Services, LLC
10 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
10 years in the industry.
- Cbiz Investment Advisory Services, LLCMar 2026 to now
- CbizJun 2021 to now
- Indiana UniversityJul 2020 to May 2021
- Dart Container CorporationMay 2019 to Aug 2019
- Somerset Cpas and AdvisorsJan 2019 to Apr 2019
- Marana GroupJun 2017 to Aug 2017
- Ball State UniveristyAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 8235637
- Firm CRD
- 286002