CS PLANNING CORP of PORTLAND, OR is an SEC-registered investment adviser (CRD 149937). Regulatory assets under management: $2.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Christopher Keil Hicks | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HICKS CHRISTOPHER KEIL | OWNER/PRESIDENT; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SAKODA TODD KIYOSHI | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
Showing 15 of 20 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| EAST WENATCHEE | WA | 5 | (509) 663-7526 |
| NEW HARTFORD | NY | 4 | (315) 732-2701 |
| SPOKANE | WA | 3 | 509-342-7788 |
| PHOENIX | AZ | 2 | (602) 730-7020 |
| SCOTTSDALE | AZ | 2 | (480) 951-1700 |
| LANCASTER | PA | 1 | 717-735-0013 |
| CANTON | GA | 1 | (770) 202-6673 |
| JACKSON | WY | 1 | (833) 989-2869 |
| — | — | 1 | (206) 929-3636 |
| — | — | 1 | (971) 218-4053 |
| PLEASANTON | CA | 1 | (925) 392-6203 |
| LAKEWOOD RANCH | FL | 1 | (315) 732-2701 |
| CUPERTINO | CA | 1 | (408) 725-2975 |
| TULSA | OK | 1 | (918) 986-7282 |
| VERO BEACH | FL | 1 | (772) 879-4748 |