EB
Elaine P. Bartels
CBS FUNDING
Broadview Heights, OH 44147-3296
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CRD#: 8013648
EB
Professional summary
Elaine Patrice Bartels is a registered financial advisor currently at CBS FUNDING, INC. located in Broadview Heights, Ohio.
Elaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Elaine 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.
CREATIVE BENEFIT STRATEGIES, INC; NOT-INV REL; BROADVIEW HEIGHTS, OH; ACTUARIAL/CONSULTING SERVICES; ACCOUNTING SPECIALIST; START 06/2014; 100 HRS/MO; 60 DURING SEC TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Elaine Patrice Bartels'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®
NoneExperience
Current
December 2, 2024 - 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(12/2/2024)
IAR
Ohio(12/2/2024)
IAR
Texas(12/2/2024)
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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