John Gustafsson (CRD# 7444112) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 2 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp | Portland, OR | Feb 2023 - Current | 1 |
| Master Planners & Associates | New Hartford, NY | Feb 2023 - Current | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2021 - Jan 2023 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2021 - Jan 2023 | 1 |
| Northwestern Mutual Investment Services LLC | Mt Pleasant, SC | Oct 2021 - Jan 2023 | 1 |
| Unemployed | Mt Pleasant, SC | Jan 2021 - Oct 2021 | < 1 |
| Birmingham Bulls | Pelham, AL | Dec 2020 - Jan 2021 | < 1 |
| Unemployed | La Plata Md, MD | Jun 2020 - Dec 2020 | < 1 |
| Fayettville Marksmen | Fayettville, NC | Jan 2020 - May 2020 | < 1 |
| Norfolk Admirals | Norfolk, VA | Oct 2019 - Feb 2020 | < 1 |
| Atlanta Gladiators | Duluth, GA | Dec 2019 - Jan 2020 | < 1 |
| Unemployed | Ljungby, | May 2018 - Sep 2019 | 1 |
| Roanoke Rail Yard Dawgs | Roanoke, VA | Dec 2017 - May 2018 | < 1 |
| Macon Mayham | Macon, GA | Sep 2017 - Dec 2017 | < 1 |
| Unemployed | Ljungby, | May 2017 - Sep 2017 | < 1 |
| Pensacola Ice Flyers | Pensacola, FL | Sep 2016 - May 2017 | < 1 |
| Unemployed | Ljungby, | Jun 2016 - Sep 2016 | < 1 |
| Student | North Andover, MA | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- NY
- SC
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Total Assets Under Management958MILLIONS
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Total Number of Accounts4,650ACCOUNTS
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Average Account Value$205,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY
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