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RK

Robert H. Krane

Some features on this profile are disabled
CRD#: 4460490
RK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Harris Krane was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2001. Robert had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 19, 2016 - April 13, 2018

CBIZ FINANCIAL SOLUTIONS, INC.

RIA
CRD#: 16678
Philadelphia, PA
Past

April 19, 2016 - April 13, 2018

CBIZ FINANCIAL SOLUTIONS, INC.

BD
CRD#: 16678
CLEVELAND, OH
Past

September 23, 2014 - April 22, 2016

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
PHILADELPHIA, PA
Past

September 12, 2014 - May 4, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
PHILADELPHIA, PA
Past

October 29, 2012 - December 3, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
PHILADELPHIA, PA
Past

September 4, 2012 - September 12, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
PHILADELPHIA, PA
Past

May 7, 2002 - August 24, 2012

CETERA ADVISORS LLC

RIA
CRD#: 10299
PHILADELPHIA, PA
Past

November 21, 2001 - August 24, 2012

CETERA ADVISORS LLC

BD
CRD#: 10299
PHILADELPHIA, PA

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".
CF
CBIZ FINANCIAL SOLUTIONS, INC.
BGS&G INVESTMENT SERVICES, INC. | CBIZ RETIREMENT PLAN SERVICES | CBIZ RETIREMENT PLAN ADVISORY SERVICES | CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678 / SEC#: 801-56332, 8-34205

RIA
Registered Investment Advisory firm - SEC (3/18/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/5/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/11/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/13/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/20/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CF
CBIZ FINANCIAL SOLUTIONS, INC.
BGS&G INVESTMENT SERVICES, INC. | CBIZ RETIREMENT PLAN SERVICES | CBIZ RETIREMENT PLAN ADVISORY SERVICES | CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678 / SEC#: 801-56332, 8-34205

RIA
Registered Investment Advisory firm - SEC (3/18/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131
Mailing Address
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131
Phone number
(216) 447-9000
Established
Maryland since 05/14/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
21

SEC notice filing (26 States and Territories)

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

FINRA licenses (47 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CBIZ RETIREMENT PLAN ADVISORY SERIVCES (3/27/2025)

Direct owners and executive officers

NamePositionCRD#
CBIZ OPERATIONS INC.PARENT COMPANY
BRIDGES, EDWARD HOWARDPRINCIPAL FINANCIAL AND OPERATIONS OFFICER5087317
BROWN, CHRISTOPHER MARKCHIEF COMPLIANCE OFFICER AND EXECUTIVE REPRESENTATIVE6028654
MELLARD, NANCY MARIEDIRECTOR4335209

Regulatory assets under management

Total Number of Accounts23
AUM (Assets Under Management)$ 23,881,016

Disclosures

Regulatory Event2

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 FINANCIAL SOLUTIONS, INC.

CRD#: 16678

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