Csp Financial Group LLC

CRD 310819 · Scottsdale, AZ · $119.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 310819
SEC number: 801-128346
Firm type: RIA
Assets under management: $119.2M as of Jun 23, 2026
Website: www.cspfgllc.com ↗
Phone: 480-600-9626
Address: 14300 North Northsight Blvd, Scottsdale, AZ, 85260

Advisors at this firm

21 in our index · page 1 of 1

James Cossett Anderson IVCRD 7409708 · Phoenix, AZ

IA Registered
Monica Michelle BoulterCRD 7428047 · Baltimore, MD

IA Registered
Nicholas Ryan DerCRD 6556652 · Scottsdale, AZ

IA RegisteredRegistration inactive
Mark Alan FlanaganCRD 7065743 · Land O Lakes , FL

IA Registered
Jacqueline Jo FrenchCRD 7681840 · Phoenix, AZ

IA Registered
Felicia Caldwell GopaulCRD 2407232 · Irvine, CA

IA Registered

Disclosure event(s) on record
Ethan Jon GruenkeCRD 7699010 · Sheboygan Falls, WI

IA Registered
Mandi Marie HeringCRD 7428858 · Tucson, AZ

IA Registered
Kai O JacobsCRD 7857135 · Scottsdale, AZ

IA Registered
Henry The LuongCRD 4034039 · Oakland, CA

IA Registered
He MaCRD 6007638 · Phoenix, AZ

IA Registered
Douglas Shattuck MillerCRD 1156146 · Scottsdale, AZ

IA Registered

Disclosure event(s) on record
Mark Vincent MollonCRD 5907045 · Upper Marlboro, MD

IA Registered
Charles Arthur PettitCRD 2488074 · Scottsdale, AZ

IA Registered
Michael Christopher PooleCRD 6338495 · Star Tannery, VA

IA Registered
Varaphone Kai PotterCRD 5432410 · Brooklyn Park, MN

IA RegisteredRegistration inactive
Leala RuangtragoolCRD 8251289 · Villa Park, CA

IA Registered
Hayden SantosCRD 7812814 · Smithtown , NY

IA Registered
Craig Walter TompkinsCRD 1729549 · San Jose, CA

IA Registered
Kim-Ngon Trinh WickerCRD 7715667 · Scottsdale, AZ

IA Registered
Tonya Shyree WhiteCRD 6056138 · Clayton, CA

IA RegisteredRegistration inactive

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.

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.