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RIA / WealthAdvisor21 years in industry

NICHOLAS WAYNE KROEGER

Advisor at CBIZ INVESTMENT ADVISORY SERVICES, LLC

Kansas City, MO

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Search this name across graphsid dfx:ria:55ee95a8-cdd8-0356-8675-836da0ff60e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 26, 2012 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: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 24, 2012
First registration: Oct 26, 2012
Dual registered: no
Other names: NICHOLAS KROEGER
IAPD individual key: 5035462

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	Dec 8, 2025	n/a	yes	Kansas City, MO	Current employment
Onedigital	Institutional manager	May 22, 2024	Nov 4, 2025	no	Olathe, KS\|OVERLAND PARK, KS	Previous registration
MONETA GROUP INVESTMENT ADVISORS, LLC	Independent wealth	Oct 28, 2019	Jul 26, 2022	no	Denver, CO\|ST. LOUIS, MO	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Oct 26, 2012	Oct 24, 2019	no	DENVER, CO\|DES MOINES, IA\|DENVER, CO\|DES MOINES, IA	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
Onedigital	CBIZ INVESTMENT ADVISORY SERVICES, LLC	Nov 4, 2025	Dec 8, 2025	34	Firm change	Other
MONETA GROUP INVESTMENT ADVISORS, LLC	Onedigital	Jul 26, 2022	May 22, 2024	666	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	MONETA GROUP INVESTMENT ADVISORS, LLC	Oct 24, 2019	Oct 28, 2019	4	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Dec 8, 2025 to presentfactForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
May 22, 2024 to Nov 4, 2025factForm ADV
→ MONETA GROUP INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 28, 2019 to Jul 26, 2022factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Oct 26, 2012 to Oct 24, 2019factForm ADV

Dated events

Occurred
Nov 4, 2025
Advisor changed firm
Nicholas Wayne Kroeger left Onedigital for Cbiz Investment Advisory Services, Llc (registered 2025-12-08)
Form ADVobserved 5 days ago
Occurred
Jul 26, 2022
Advisor changed firm
Nicholas Wayne Kroeger left Moneta Group Investment Advisors, Llc for Onedigital (registered 2024-05-22)
Form ADVobserved 5 days ago