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Cindy Renea Orr

Cbiz Investment Advisory Services, LLC

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About Cindy Renea Orr

Cindy Renea Orr is a registered Investment Advisor Representative (IAR) with Cbiz Investment Advisory Services, LLC. She has been in the financial industry since 1993 and has a broad range of experience. Cindy is licensed to provide investment advice in Kansas and Missouri.

Firm Information

Cindy Orr is currently registered with Cbiz Investment Advisory Services, LLC. Cbiz Investment Advisory Services, LLC is an investment advisor based in Cleveland, OH with over 80 employees. The firm manages approximately $8.86 billion in assets for a variety of clients, including individuals, corporations, institutions, and government entities. They offer a range of services, including financial planning, pension consulting, portfolio management, and fiduciary services.
Cbiz Investment Advisory Services, LLC

5959 ROCKSIDE WOODS BLVD N

CLEVELAND, OH 44131

$8.86B

Assets Under Management

867

Total Clients

61

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance reporting, fiduciary services and admnistrative support services

Performance reporting, fiduciary services and admnistrative support services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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Cindy Orr’s Registration & Firm History

MO

08/19/2019 - Present

Cbiz Investment Advisory Services, LLC (Kansas City MO)

MO

05/02/2005 - 02/21/2023

CBIZ FINANCIAL SOLUTIONS, INC. (Kansas City MO)

CA

08/24/1999 - 05/02/2005

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

MO

08/22/1996 - 07/29/1999

BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 10/03/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cindy Renea Orr.
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