Cts Financial Planning, Inc.

Cts Financial Planning, Inc. (CRD# 110960) is a financial advisory firm headquartered in Chicago, IL. They manage $274,197,000 in 731 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611
https://www.linkedin.com/company/1311857
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    731
    ACCOUNTS
  • Average Account Value
    $375,099
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
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 Marien, financial advisor Chicago IL
Charles A. Marien
CRD#: 1391828
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611

Charles Marien (CRD# 1391828) is an Investment Advisor Representative working at Cts Financial Planning, Inc. in Chicago, IL and has over 32 years of experience in the finance industry.

2
Christopher Much, financial advisor Chicago IL
Christopher T. Much
CRD#: 4693343
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611

Christopher Much (CRD# 4693343) is an Investment Advisor Representative working at Cts Financial Planning, Inc. in Chicago, IL and has over 20 years of experience in the finance industry.

3
Jonathon Much, financial advisor Chicago IL
Jonathon C. Much
CRD#: 5871153
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611

Jonathon Much (CRD# 5871153) is an Investment Advisor Representative working at Cts Financial Planning, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.

4
Todd Much, financial advisor Chicago IL
Todd W. Much
CRD#: 712126
737 North Michigan Avenue, Suite 2120, Chicago, IL 60611

Todd Much (CRD# 712126) is an Investment Advisor Representative working at Cts Financial Planning, Inc. in Chicago, IL and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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