Cs Planning Corp

Cs Planning Corp (CRD# 149937) is a financial advisory firm headquartered in Portland, OR. They manage $347,955,098 in 13,361 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    13,361
    ACCOUNTS
  • Average Account Value
    $26,043
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.

AZ, CA, CO, DC, DE, FL, HI, LA, MA, MS, NH, NY, OK, OR, PA, RI, TX, WA

Financial Advisors at Cs Planning Corp
Showing 1 - 10 of 24 top financial advisors.
1
Jason L. Tafoya
CRD#: 5807693
11000 NE 33rd Place #301, Bellevue, WA 98004

Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group 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
Lucinda H. Alden
CRD#: 4347985
11601 Wilshire Blvd, 5th Floor, Los Angeles, CA 90025

Lucinda Alden (CRD# 4347985) is an Investment Advisor Representative working at Cs Planning Corp in Los Angeles, CA and has over 20 years of experience in the finance industry.

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

David Armstrong (CRD# 2690926) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 24 years of experience in the finance industry.

4
Steven R. Beranek
CRD#: 5444210
3395 Sw Garden View Ave, Portland, OR 97225

Steven Beranek (CRD# 5444210) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 13 years of experience in the finance industry.

5
Kenneth D. Bolton
CRD#: 1925208
38 Berkeley Avenue, Ventura, CA 93004

Kenneth Bolton (CRD# 1925208) is an Investment Advisor Representative working at Cs Planning Corp in Ventura, CA and has over 32 years of experience in the finance industry.

6
Kevin T. Canterbury
CRD#: 4939385
7231 E. Princess Blvd, Suite 201, Scottsdale, AZ 85255

Kevin Canterbury (CRD# 4939385) is an Investment Advisor Representative working at Cs Planning Corp in Scottsdale, AZ and has over 16 years of experience in the finance industry.

7
Joseph Gilewski
CRD#: 6608102
2855 Ocean Drive, C2, Vero Beach, FL 32963

Joseph Gilewski (CRD# 6608102) is an Investment Advisor Representative working at Cs Planning Corp in Vero Beach, FL and has over 5 years of experience in the finance industry.

8
Douglas E. Greenberg
CRD#: 2298830
3395 Sw Garden View Ave, Portland, OR 97225

Douglas Greenberg (CRD# 2298830) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 28 years of experience in the finance industry.

9
Justin A. Hart
CRD#: 5411924
3395 Sw Garden View Ave, Portland, OR 97225

Justin Hart (CRD# 5411924) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 13 years of experience in the finance industry.

10
Ivan Jevremovic
CRD#: 4764009
11601 Wilshire Blvd, 5th Floor, Los Angeles, CA 90025

Ivan Jevremovic (CRD# 4764009) 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.

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