Cts Financial Planning, Inc.

Cts Financial Planning, Inc. (CRD# 110960) is a financial advisory firm headquartered in Chicago, IL. They manage $225,144,000 in 765 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    765
    ACCOUNTS
  • Average Account Value
    $294,306
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
  • Selection of other advisers (including private fund managers)
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, IL, TX, WI

Financial Advisors at Cts Financial Planning, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Charles A. Marien
CRD#: 1391828
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611
96
Wealthminder
score

Charles Marien (CRD# 1391828) is an Investment Advisor Representative working at Cts Financial Planning, Inc. in Chicago, IL and has over 25 years of experience in the finance industry. Charles Marien 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.

2
Todd W. Much
CRD#: 712126
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611
96
Wealthminder
score

Todd Much (CRD# 712126) is an Investment Advisor Representative working at Cts Financial Planning, Inc. in Chicago, IL and has over 31 years of experience in the finance industry. Todd Much 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.

3
Christopher T. Much
CRD#: 4693343
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611
93
Wealthminder
score

Christopher Much (CRD# 4693343) is an Investment Advisor Representative working at Cts Financial Planning, Inc. in Chicago, IL and has over 13 years of experience in the finance industry.

4
Jonathon C. Much
CRD#: 5871153
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611
87
Wealthminder
score

Jonathon Much (CRD# 5871153) is an Investment Advisor Representative working at Cts Financial Planning, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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