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
Charles Burmaster (CRD# 2249118) is an Investment Advisor Representative working at Cs Planning Corp in New Hartford, NY and has over 31 years of experience in the finance industry.
Craig Chandler (CRD# 7612056) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has 1 year of experience in the finance industry.
Ashley Eckles (CRD# 7708698) is an Investment Advisor Representative working at Cs Planning Corp in Paso Robles, CA and has 1 year of experience in the finance industry.
John Gustafsson (CRD# 7444112) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 2 years of experience in the finance industry.
Christian Kang (CRD# 7326636) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 3 years of experience in the finance industry.
Wesley Kang (CRD# 7326633) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 3 years of experience in the finance industry.
Jacquie Lemarr (CRD# 6869194) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 2 years of experience in the finance industry.
Curt Stauffer (CRD# 2615431) is an independent Investment Advisor Representative working through Cs Planning Corp DBA Seven Summits Capital located in Lancaster, PA. Curt has over 30 years of experience in the finance industry, inclusive of Credit Analyst, Commercial Banker, Private Banker, Equity Analyst, Ortfolio Manager, and Chief Investment Officer.