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 - 9 of 9 top financial advisors.
1
Jason L. Tafoya
CRD#: 5807693
601 108th Ave. Ne, Suite 1900, Bellevue, WA 98004
101
Wealthminder
score

Jason Tafoya (CRD# 5807693) is an Investment Advisor Representative working at Evergreen Wealth in Bellevue, WA and has over 4 years of experience in the finance industry. Jason Tafoya 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
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 26 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.

3
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 16 years of experience in the finance industry.

4
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 21 years of experience in the finance industry.

5
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 13 years of experience in the finance industry.

6
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 18 years of experience in the finance industry.

7
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 10 years of experience in the finance industry.

8
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 24 years of experience in the finance industry.

9
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 23 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.