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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-07-2011
- Office Locations
- 1
Office Locations
About CBS Funding, Inc.
CBS Funding, Inc. provides investment advisory, financial planning, and co-fiduciary services for employer-sponsored retirement plans (401(k), cash balance, defined benefit, profit sharing, SIMPLE IRAs) and retirement-focused individuals (IRAs, taxable brokerage and trust accounts). The firm supports plan design and implementation, Social Security claiming strategies, and retirement savings/income projections, with accounts custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVE JAMES PERSONS
President
- CRD
- #2540455
- Ownership
- 75% or more
SHARON MARIE STADUL
Chief Compliance Officer, Vice President
- CRD
- #6309236
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Elaine Patrice Bartels
--
- CRD
- #8013648
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,356,655 | -- |
| Non-Discretionary | $19,169,895 | -- |
| Total | $70,526,550 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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