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EH

Edmund H. Hinders

CBIZ FINANCIAL SOLUTIONS
St Louis, MO 63141
Some features on this profile are disabled
CRD#: 1183062
EH

Professional summary

Edmund Henry Hinders III is a registered financial advisor currently at CBIZ FINANCIAL SOLUTIONS, INC. located in St Louis, Missouri and CBIZ INVESTMENT ADVISORY SERVICES, LLC located in St Louis, Missouri.

Edmund is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Edmund has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
A PORTION OF TIME IS DEDICATED TO PROVIDING INVESTMENT RELATED SERVICES FOR CBIZ IAS, AN AFFILIATE OF THE BROKER-DEALER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edmund Henry Hinders III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 3, 2007 - Present

CBIZ FINANCIAL SOLUTIONS, INC.

Office #1: 721 Emerson Road Suite 400, St Louis, MO 63141
RIA
BD
CRD#: 16678
St Louis, MO
Current

August 14, 2017 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 721 Emerson Road Suite 400, St Louis, MO 63141
RIA
CRD#: 286002
St Louis, MO
Past

January 3, 2007 - December 31, 2021

CBIZ FINANCIAL SOLUTIONS, INC.

BD
CRD#: 16678
ST LOUIS, MO
Past

May 11, 2005 - November 16, 2006

MMC SECURITIES LLC

RIA
CRD#: 103846
ST. LOUIS, MO
Past

August 6, 2001 - November 16, 2006

MMC SECURITIES LLC

BD
CRD#: 103846
ST. LOUIS, MO
Past

September 28, 1983 - June 13, 2001

SENTRY EQUITY SERVICES, INC.

BD
CRD#: 5069
STEVENS POINT, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA
Registered Investment Advisory firm - (2/8/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(1/3/2007)
IAR
Missouri
(1/3/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/10/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/22/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/16/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/27/1983
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CI
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA
Registered Investment Advisory firm - (2/8/2017 Approved)
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Contact information

Main Address
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131
Mailing Address
Phone number
(216) 447-9000
Established
Firm type
Fiscal year end
# of Employees
86

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)
THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,658
AUM (Assets Under Management)$ 10,491,932,749

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CRD#: 286002St Louis, MO 63141

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Contact information

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