Cs Planning Corp

Firm record

As recorded in SEC IAPD

Firm CRD

149937

SEC number

801-70381

Firm type

RIA

Assets under management

$2.0B as of Jun 30, 2026

Website

www.facebook.com/sevensummitscapital ↗

Phone

503-292-5853

Address

3395 Sw Garden View Ave, Portland, OR, 97225

Advisors at this firm

23 in our index · page 1 of 1

• David Lawrence ArmstrongCRD 2690926 · Boston, MA
  IA Registered
• Christopher Riley AveyCRD 3160027 · East Wenatchee, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Ray BeranekCRD 5444210 · Jefferson, OR
  IA Registered
• Aaron Denon BessonetteCRD 5288704 · East Wenatchee, WA
  IA RegisteredBroker
• Richard E BingamanCRD 7025218 · Phoenix, AZ
  IA Registered
• Charles William BurmasterCRD 2249118 · New Hartford, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Gregory BurmasterCRD 6942978 · New Hartford, NY
  IA RegisteredRegistration inactive
• Kevin Todd CanterburyCRD 4939385 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bryan Dale DeardenCRD 4389117 · Spokane, WA
  IA RegisteredBroker
• Marc Michel GirardotCRD 7025601 · Seattle, WA
  IA Registered
• Joseph GilewskiCRD 6608102 · Vero Beach, FL
  IA Registered
• Michael John GoyartsCRD 2671968 · Phoenix, AZ
  IA RegisteredRegistration inactive
• John GustafssonCRD 7444112 · New Hartford, NY
  IA RegisteredRegistration inactive
• Ryan Matthew JordanCRD 6506269 · Spokane, WA
  IA RegisteredRegistration inactive
• Timothy Keith KadlecCRD 3127749 · Spokane, WA
  IA RegisteredBroker
• Jacquie Kathleen LemarrCRD 6869194 · Scottsdale, AZ
  IA Registered
• Joshua Joseph MayrCRD 7150306 · East Wenatchee, WA
  IA RegisteredBroker
• Lisa K. McculloughCRD 7387120 · East Wenatchee, WA
  IA RegisteredBroker
• Ronald Dean MooreCRD 7921964 · San Ramon, CA
  IA Registered
• Erik John PetersonCRD 2709532 · East Wenatchee, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Michael PlumleeCRD 1888210 · Dallas, TX
  IA Registered
• Daniel Harris RosethCRD 7687302 · Riverwood, IL
  IA Registered
• Curt Robert StaufferCRD 2615431 · Lancaster, PA
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.