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Sharon M. Stadul
CBS FUNDING
Broadview Heights, OH 44147-3296
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CRD#: 6309236
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Professional summary
Sharon Marie Stadul, AIF® is a registered financial advisor currently at CBS FUNDING, INC. located in Broadview Heights, Ohio.
Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Sharon has worked at 1 firm and has passed the Series 65 exam.
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.
(1)CREATIVE BENEFIT STRATEGIES, INC.; NO; BROADVIEW HTS., OH; RETIREMENT PLAN ADMINISTRATION & ACTUARIAL SERVICES; POSITION: OFFICE MANAGER; 04/2007; 100/ PER MO; 60/ PER MO; DUTIES: GENERAL BOOKKEEPING (PROCESS ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE, ACCOUNT RECONCIALIATION AND SEND REPORTS TO PARTNERS AND CPA); HUMAN RESOURCES (MAINTAIN EMPLOYEE PERSONNEL FILES, PREPARE PAPERWORK FOR NEW HIRES, RECORD VACATION/SICK TIME, EMPLOYEE BENEFITS PAPERWORK); SECRETARIAL (PREPARE AND DISTRIBUTE CORRESPONDENCE, HANDLE ASSIGNED PROJECTS, ANSWER PHONES AS NEEDED); GENERAL OFFICE MANAGEMENT (COORDINATE WITH IT CONSULTANT TO RESOLVE COMPUTER ISSUES, OVERSEE RECORD RETENTION, PROTECTION AND RETRIEVAL, FOLLOW UP ON VENDOR CONTRACT RENEWALS) (2) STRETCH COMEDY WELLNESS LLC; NO; NORTH ROYALTON, OH; 05/2024; YOGA AND WELLNESS WORKSHOPS AND RETREATS; POSITION: OWNER; 10/ HRS MO; 0/ HRS MO; MANAGEMENT, MARKETING, FACILITATOR (3) HERBS & HUMOR LLC; NO; NORTH ROYALTON, OH; 05/2024; HEALTH COACHING & WELLNES PRODUCTS; POSTION: MEMBER; 10/ HRS MO; 0/HRS MO; CO-MANAGEMENT, HEALTH COACHING SERVICES, WELLNESS PRODUCT SALES. (4) NATIONAL SPEAKERS ASSOCIATION OF OHIO; NO; HILLIARD, OH; NON-PROFIT; BOARD TREASURER; 07/2025; 6/ HRS MO; 0/ HRS MO; MAINTAIN FINANCIAL RECORDS, PROVIDE FINANCIAL REPORTS, FILE YEARLY TAX DOCUMENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Marie Stadul's 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®
Experience
Current
May 28, 2014 - Present
CBS FUNDING, INC.
Office #1: 10155 Broadview Road Suite 6, Broadview Heights, OH 44147-3296RIA
CRD#: 158408
Broadview Heights, OH
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
Michigan(2/18/2015)
IAR
Ohio(5/28/2014)
IAR
Texas(11/19/2021)
Current Firm
CF
CBS FUNDING, INC.
CBS FUNDING, INC.
CRD#: 158408 / SEC#:
Michigan
Registered Investment Advisory firm - (9/12/2011 Approved)Ohio
Registered Investment Advisory firm - (9/7/2011 Approved)Texas
Registered Investment Advisory firm - (1/19/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10155 Broadview Road Suite 6, Broadview Heights, OH 44147-3296
Mailing Address
Phone number
(440) 717-1604
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 65,071,694 |
Red Flags
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