Sharon Stadul
CBS Funding · Broadview Heights, Ohio
Sharon Stadul 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 6309236 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cbsfunding.net |
| Profile |
How Sharon'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 Sharon
Is Sharon Stadul a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sharon 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 Sharon charge for financial advice?
Sharon's firm, CBS Funding, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sharon Stadul based?
Sharon Stadul is based in Broadview Heights, Ohio.
Is Sharon Stadul registered with the SEC?
Yes. Sharon Stadul is registered as an investment adviser representative in MI, OH and TX (CRD 6309236), 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 Sharon Stadul?
Through Sharon'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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