Cs Planning Corp

Cs Planning Corp (CRD# 149937) is a financial advisory firm headquartered in Portland, OR. They manage $108,011,025 in 474 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $227,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, LA, MA, MS, NY, OR, PA, RI, TX, WA

Financial Advisors at Cs Planning Corp
Showing 1 - 8 of 8 top financial advisors.
1
Scot A. Thigpen
CRD#: 2165506
3395 Sw Garden View Ave, Portland, OR 97225
96
Wealthminder
score

Scot Thigpen (CRD# 2165506) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 25 years of experience in the finance industry. Scot Thigpen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lucinda H. Alden
CRD#: 4347985
11601 Wilshire Blvd, 5th Floor, Los Angeles, CA 90025
93
Wealthminder
score

Lucinda Alden (CRD# 4347985) is an Investment Advisor Representative working at Cs Planning Corp in Los Angeles, CA and has over 15 years of experience in the finance industry.

3
David L. Armstrong
CRD#: 2690926
3395 Sw Garden View Ave, Portland, OR 97225
93
Wealthminder
score

David Armstrong (CRD# 2690926) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 20 years of experience in the finance industry.

4
Ivan Jevremovic
CRD#: 4764009
11601 Wilshire Blvd, 5th Floor, Los Angeles, CA 90025
93
Wealthminder
score

Ivan Jevremovic (CRD# 4764009) is an Investment Advisor Representative working at Cs Planning Corp in Los Angeles, CA and has over 12 years of experience in the finance industry.

5
Chad M. Pimentel
CRD#: 4001714
Kapaa, HI
93
Wealthminder
score

Chad Pimentel (CRD# 4001714) is an Investment Advisor Representative working at Cs Planning Corp in Kapaa, HI and has over 17 years of experience in the finance industry.

6
David L. Gutterman
CRD#: 4558393
One California Plaza, 300 Grand Avenue, Suite 4050, Los Angeles, CA 90071
90
Wealthminder
score

David Gutterman (CRD# 4558393) is an Investment Advisor Representative working at Cs Planning Corp in Los Angeles, CA and has over 9 years of experience in the finance industry.

7
Evan T. Kellenberger
CRD#: 2389907
3395 Sw Garden View Ave, Portland, OR 97225
83
Wealthminder
score

Evan Kellenberger (CRD# 2389907) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 23 years of experience in the finance industry.

8
Mark E. McComsey
CRD#: 2518224
321 High School Road Ne Suite D3-361, Bainbridge Island, WA 98110
83
Wealthminder
score

Mark McComsey (CRD# 2518224) is an Investment Advisor Representative working at Cs Planning Corp in Bainbridge Island, WA and has over 22 years of experience in the finance industry.

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