DFX Intelligence

Data Factory

RIA / WealthAdvisor25 years in industry

Brian John Klecan

Advisor at CBIZ INVESTMENT ADVISORY SERVICES, LLC

CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e59df44-7db0-3d7f-d26a-5215253373e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 9, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CBIZ INVESTMENT ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 11, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 11, 2001
First registration: Jul 9, 2003
Dual registered: no
IAPD individual key: 4173133

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CBIZ INVESTMENT ADVISORY SERVICES, LLC	Institutional manager	Sep 9, 2026	n/a	yes	CLEVELAND, OH	Current employment
USI SECURITIES, INC.	No RAUM reported	Mar 11, 2024	Oct 23, 2025	no	Cleveland, OH\|GLASTONBURY, CT\|Cleveland, OH	Previous registration
LINEWEAVER WEALTH ADVISORS	Independent wealth	Aug 17, 2021	Dec 20, 2023	no	VALLEY VIEW, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 2, 2017	Jul 26, 2021	no	BRECKSVILLE, OH	Previous registration
RETURN ON LIFE WEALTH PARTNERS	Independent wealth	Apr 18, 2017	Jul 19, 2021	no	CLEVELAND, OH	Previous registration
PNC CAPITAL ADVISORS LLC	Other adviser	May 24, 2012	Jul 11, 2016	no	CLEVELAND, OH	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jul 9, 2003	Jan 7, 2005	no	CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USI SECURITIES, INC.	CBIZ INVESTMENT ADVISORY SERVICES, LLC	Oct 23, 2025	Sep 9, 2026	321	Firm change	Other
LINEWEAVER WEALTH ADVISORS	USI SECURITIES, INC.	Dec 20, 2023	Mar 11, 2024	82	Firm change	Other
LPL FINANCIAL LLC	LINEWEAVER WEALTH ADVISORS	Jul 26, 2021	Aug 17, 2021	22	Firm change	Ibd to RIA
RETURN ON LIFE WEALTH PARTNERS	LPL FINANCIAL LLC	Jul 19, 2021	May 2, 2017	-1,539	Firm change after gap	Other
PNC CAPITAL ADVISORS LLC	RETURN ON LIFE WEALTH PARTNERS	Jul 11, 2016	Apr 18, 2017	281	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	PNC CAPITAL ADVISORS LLC	Jan 7, 2005	May 24, 2012	2,694	Firm change after gap	Other

Relationships

Registered with (7)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ USI SECURITIES, INC.Registered adviserregistration: previous registration
Mar 11, 2024 to Oct 23, 2025factForm ADV
→ LINEWEAVER WEALTH ADVISORSRegistered adviserregistration: previous registration
Aug 17, 2021 to Dec 20, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 2, 2017 to Jul 26, 2021factForm ADV
→ RETURN ON LIFE WEALTH PARTNERSRegistered adviserregistration: previous registration
Apr 18, 2017 to Jul 19, 2021factForm ADV
→ PNC CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
May 24, 2012 to Jul 11, 2016factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jul 9, 2003 to Jan 7, 2005factForm ADV

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
Brian John Klecan left Usi Securities, Inc. for Cbiz Investment Advisory Services, Llc (registered 2026-09-09)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2023
Advisor changed firm
Brian John Klecan left Lineweaver Wealth Advisors for Usi Securities, Inc. (registered 2024-03-11)
Form ADVobserved 5 days ago