Cs Planning Corp

Cs Planning Corp (CRD# 149937) is a financial advisory firm headquartered in Portland, OR. They manage $208,072,506 in 936 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    936
    ACCOUNTS
  • Average Account Value
    $222,300
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, FL, HI, LA, MA, MS, NY, OK, OR, PA, RI, TX, WA

Financial Advisors at Cs Planning Corp
Showing 1 - 10 of 18 top financial advisors.
1
Jason L. Tafoya
CRD#: 5807693
601 108th Ave. Ne, Suite 1900, Bellevue, WA 98004
103
Wealthminder
score

Jason Tafoya (CRD# 5807693) is a fee only financial planner working at Evergreen Wealth in Bellevue, WA.  He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. 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
Michael J. Cannivet
CRD#: 5125159
3395 Sw Garden View Ave, Portland, OR 97225
96
Wealthminder
score

Michael Cannivet (CRD# 5125159) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 12 years of experience in the finance industry.

3
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.

4
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 17 years of experience in the finance industry.

5
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.

6
Steven R. Beranek
CRD#: 5444210
Salem, OR
93
Wealthminder
score

Steven Beranek (CRD# 5444210) is an Investment Advisor Representative working at Cs Planning Corp in Salem, OR and has over 10 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
93
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
Justin A. Hart
CRD#: 5411924
3848 S. Troost Avenue, Tulsa, OK 74105
93
Wealthminder
score

Justin Hart (CRD# 5411924) is an Investment Advisor Representative working at Cs Planning Corp in Tulsa, OK and has over 10 years of experience in the finance industry.

9
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 14 years of experience in the finance industry.

10
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.

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