Elaine Bartels
CBS Funding · Broadview Heights, Ohio
Elaine Bartels is a fee-only financial advisor at CBS Funding in Broadview Heights, Ohio. CBS Funding reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | CBS Funding |
|---|---|
| Based in | Broadview Heights, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70.5M across 62 accounts |
| SEC registration | Investment adviser representative in MI, OH, TX · CRD 8013648 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cbsfunding.net |
How Elaine's firm compares
- CBS Funding's average account is about $1.1 million, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Elaine
Is Elaine Bartels a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elaine holds no broker registration, and CBS Funding reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elaine charge for financial advice?
Elaine's firm, CBS Funding, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elaine Bartels based?
Elaine Bartels is based in Broadview Heights, Ohio.
Is Elaine Bartels registered with the SEC?
Yes. Elaine Bartels is registered as an investment adviser representative in MI, OH and TX (CRD 8013648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CBS Funding manage?
CBS Funding reports $70.5M across 62 accounts in assets under management.
How do I contact Elaine Bartels?
Through Elaine's website, www.cbsfunding.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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