Harold Couglar, financial advisor Portland OR
66 score

Harold Couglar

CRD Number: 1193367
Current Firm: Cs Planning Corp

Harold Couglar (CRD# 1193367) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 32 years of experience in the finance industry. Harold Couglar 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.

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Professional Designations
Company Name Location Dates Years
Cs Planning Corp. Portland, OR Dec 2016 - Current 1
Couglar Wealth Management, LLC San Diego, CA Dec 2016 - Current 1
Montage Securities, LLC Leawood, KS Mar 2012 - Dec 2016 4
Mariner Wealth Advisors, LLC Leawood, KS Jan 2011 - Dec 2016 5
Cbiz Financial Solutions, Inc. San Diego, CA Jun 2005 - Mar 2012 6
Cbiz Wealth Management, LLC San Diego, CA May 2010 - May 2011 1
Cbiz Accounting Tax & Advisory Of San Diego San Diego, CA Oct 1988 - Dec 2010 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Investigation
Get Details on the FINRA Advisor Check site
Contact Info for Harold F. Couglar
Phone Number: 503-292-5853
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    936
    ACCOUNTS
  • Average Account Value
    $222,300
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

CA, FL, HI, LA, MA, MS, NY, OK, OR, PA, RI, TX, WA

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BADGES
66

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