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 | — |