Natasha C. Dockstader

CBIZ INVESTMENT ADVISORY SERVICES

kansas city, MO 64112

Some features on this profile are disabled

CRD#: 4170687

Professional summary

Natasha Colleen Dockstader, who also goes by Natasha C Gordon, Natasha Colleen Gordon, Natasha Gordon, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Kansas City, Missouri.

Natasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Natasha has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Natasha C Gordon | Natasha Colleen Gordon | Natasha Gordon

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.

1. GALLAGHER BENEFIT SERVICES, INC. POSITION: Senior Plan Retirement Consultant NATURE: Retirement Plan Consulting Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 07/18/2018 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Retirement Plan Consulting 2. GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Senior Plan Retirement Consultant NATURE: Investment Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 6 START DATE: 04/01/2022 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60068, United States DESCRIPTION: Retirement Plan Consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natasha Colleen Dockstader'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

September 2, 2025 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 700 W 47th St, Kansas City, MO 64112

RIA

CRD#: 286002

kansas city, MO

Past

August 23, 2024 - July 1, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Rolling Meadows, IL

Past

April 18, 2022 - June 27, 2025

GALLAGHER FIDUCIARY ADVISORS, LLC

RIA

CRD#: 146509

Rolling Meadows, IL

Past

March 28, 2022 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Rolling Meadows, IL

Past

September 10, 2018 - April 6, 2022

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Olathe, KS

Past

September 6, 2018 - March 31, 2022

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Rolling Meadows, IL

Past

July 2, 2008 - July 3, 2018

LOCKTON INVESTMENT SECURITIES, LLC

CRD#: 137476

KANSAS CITY, MO

Past

August 16, 2007 - July 3, 2018

LOCKTON INVESTMENT ADVISORS, LLC

RIA

CRD#: 144133

ST. LOUIS, MO

Past

January 16, 2007 - July 2, 2008

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

July 31, 2000 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

July 31, 2000 - October 24, 2006

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

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".

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

Missouri
(9/2/2025)

IAR

Ohio
(9/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/3/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/29/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (51 States and Territories)

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 Accounts	2,658
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.

Similar Advisors

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Ryan Capatosto

FSC SECURITIES CORPORATION

ATLANTA, GA

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Natasha C. Dockstader

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natasha Colleen Dockstader's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

GALLAGHER FIDUCIARY ADVISORS, LLC

TRIAD ADVISORS LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

LOCKTON INVESTMENT SECURITIES, LLC

LOCKTON INVESTMENT ADVISORS, LLC

OSAIC SERVICES, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

ONEAMERICA SECURITIES, INC.

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2007

Series 63

Date: 9/12/2000

SIE

Date: 10/1/2018

Series 6

Date: 7/29/2000

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors