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
Hoon Kang (CRD# 3118383) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 25 years of experience in the finance industry.
Evan Kellenberger (CRD# 2389907) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 30 years of experience in the finance industry.
Catherine Kessler (CRD# 2430042) is an Investment Advisor Representative working at Cs Planning Corp in Tulsa, OK and has over 30 years of experience in the finance industry.
Taylor Leary (CRD# 5714749) is an Investment Advisor Representative working at Cs Planning Corp in Greenwood Village, CO and has over 14 years of experience in the finance industry.
Lon Merritt (CRD# 822735) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 37 years of experience in the finance industry.
Robert Morin (CRD# 2384249) is an Investment Advisor Representative working at Cs Planning Corp in Jackson, WY and has over 30 years of experience in the finance industry.
Kathleen Rentz (CRD# 6548312) is an Investment Advisor Representative working at Cs Planning Corp in Dallas, TX and has over 8 years of experience in the finance industry.
Nicholas Seltun (CRD# 5275509) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 16 years of experience in the finance industry.
Daniel Vandergriff (CRD# 3127102) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 25 years of experience in the finance industry.
Charles Burmaster (CRD# 6942978) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 3 years of experience in the finance industry.