Advisor at CS Planning Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CS Planning Corp
Location
Lakewood Ranch, FL
Credentials
Series 63, Series 65
Industry experience
4 years
Lakewood Ranch, FL
Florida · New York · South Carolina
CS Planning Corp
2023 - Present (3 years)
Master Planners & Associates
2023 - Present (3 years)
Northwestern Mutual Wealth Management Company
2021 - 2023 (2 years)
Northwestern Mutual Life Insurance Company
2021 - 2023 (2 years)
Northwestern Mutual Investment Services LLC
2021 - 2023 (2 years)
Unemployed
2021 - 2021 (1 year)
Birmingham Bulls
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Fayettville Marksmen
2020 - 2020 (1 year)
Atlanta Gladiators
2019 - 2020 (1 year)
Norfolk Admirals
2019 - 2020 (1 year)
Unemployed
2018 - 2019 (1 year)
Roanoke Rail Yard Dawgs
2017 - 2018 (1 year)
Macon Mayham
2017 - 2017 (1 year)
Unemployed
2017 - 2017 (1 year)
Pensacola Ice flyers
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Student
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Hartford, NY
Ballast Capital Advisors, LLC
CFP®, Series 63
Utica, NY
Adirondack Financial Services Corp
Series 66
Waterville, NY
Kane Financial
Series 66
Whitesboro, NY
Nathan G. Hanna, LLC
Series 63, Series 65
Utica, NY
One Hopper Asset Management
Series 63, Series 65
Utica, NY
One Hopper Asset Management
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