# CS PLANNING CORP

> FINRA firm 149937 · ACTIVE · PORTLAND, OR

## Key facts

- **FINRA firm ID:** 149937
- **Firm name:** CS PLANNING CORP
- **Other names:** 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
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-70381
- **Branches:** 57
- **Has disclosure events:** No
- **Headquarters:** PORTLAND, OR, 97225, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/149937

## Citation

> FINRA BrokerCheck, firm 149937 (CS PLANNING CORP). Retrieved via AI Analytics 2026-05-17 from https://api.ai-analytics.org/broker/149937.

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