CS PLANNING CORP ACTIVE IA

Key facts

FINRA firm ID

149937

Firm name

CS PLANNING CORP

Other names / DBAs

AMY T. SHARP, CFP, LLC; WELLER CAPITAL; WEALTH EVOLUTION GROUP; WEALTH & INCOME SOLUTIONS; W. O. STONE ADVISORS; VERTICAL ASCENT WEALTH MANAGEMENT; VALOR WEALTH PARTNERS; TRUE NORTH WEALTH ADVISORS; THIGPEN GROUP WEALTH ADVISORS; THE COLLINGWOOD GROUP; THAYER & CO. TOTAL WEALTH MANAGEMENT; TECHNICAL MNGT GP; TAO PRIVATE WEALTH; TANDEM ASSET MANAGEMENT; SYNERGY FINANCIAL; STRATEGIC FINANCIAL CONSULTANTS, INC.; SOCIETYHAG ADVISORS; SILVERLIGHT ASSET MANAGEMENT; SEVEN SUMMITS CAPITAL; SELTUN FINANCIAL GROUP; SAGACE WEALTH MANAGEMENT; RICHARDSON WEALTH MANAGEMENT; RENEE REKSC & ASSOCIATES; REDSTONE CAPITAL MANAGEMENT; PRESTIGE WORLDWIDE WEALTH PARTNERS, INC.; PRESTIGE WEALTH MANAGEMENT; PACIFIC NORTHWEST ADVISORY; OLYMPUS WEALTH MANAGEMENT; OAK & VINE WEALTH MANAGEMENT; NOBLE PRIVATE WEALTH; NINE PINES VENTURES; MORIN PRIVATE CLIENT GROUP; MJC PARTNERS; MILESTONE PRIVATE WEALTH MANAGEMENT; MERIDIAN WEALTH ALLIANCE; MEMBERS' WEALTH; MCDANIEL REGISTER ADVISORS; MCDANIEL & REGISTER; MAVERICK WEALTH SOLUTIONS LLC; MATTHEW FEVOLA WEALTH MANAGEMENT; LENOIR AND ASSOCIATES; KBR RETIREMENT AND INVESTMENT SOLUTIONS; KBA WEALTH MANAGEMENT GROUP; ILLUMINE WEALTH MANAGEMENT; ILLUMINE INVESTMENT MANAGEMENT; GUIDEPOINT PRIVATE WEALTH MANAGEMENT; FOUR POINTS WEALTH MANAGEMENT; FINANCIAL ALTERNATIVES; EVERGREEN WEALTH; CULTIVANT; CS PLANNING CORP; COVATO CAPITAL MANAGEMENT; COUGLAR WEALTH MANAGEMENT; CONSCIOUS CAPITAL ADVISORS; COMMON SENSE PORTFOLIOS; COLLINGWOOD WEALTH MANAGEMENT; CHINESE ABRAHAM INVESTMENT ADVISORS; CHANDLER WEALTH MANAGEMENT; CARAVELA; CAELESTIBUS WEALTH MANAGEMENT; BRANNING WEALTH MANAGEMENT; BRANDENBURG FINANCIAL SERVICES; BLUEWATER CAPITAL

IA scope

ACTIVE

SEC IA file

801-70381

Branches

57

Disclosure events

No

HQ

PORTLAND, OR, 97225, United States

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