Cs Planning Corp
Cs Planning Corp (CRD# 149937) is a financial advisory firm headquartered in Portland, OR. They manage $957,856,476 in 4,650 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management958MILLION
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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
David Armstrong (CRD# 2690926) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 27 years of experience in the finance industry.
Steven Beranek (CRD# 5444210) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 16 years of experience in the finance industry.
Richard Bingaman (CRD# 7025218) is an Investment Advisor Representative working at Cs Planning Corp in Prescott, AZ and has over 5 years of experience in the finance industry.
Kenneth Bolton (CRD# 1925208) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 35 years of experience in the finance industry.
Hamilton Brandenburg (CRD# 6862596) is an Investment Advisor Representative working at Cs Planning Corp in Canton, GA and has over 6 years of experience in the finance industry.
Kevin Canterbury (CRD# 4939385) is an Investment Advisor Representative working at Cs Planning Corp in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Joseph Gilewski (CRD# 6608102) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 8 years of experience in the finance industry.
Marc Girardot (CRD# 7025601) is an Investment Advisor Representative working at Cs Planning Corp in Seattle, WA and has over 5 years of experience in the finance industry.
Eric Hallin (CRD# 5830621) is an Investment Advisor Representative working at Cs Planning Corp in Paso Robles, CA and has over 13 years of experience in the finance industry.
Justin Hart (CRD# 5411924) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 16 years of experience in the finance industry.