Cs Planning Corp

Overview

Cs Planning Corp is an SEC registered investment adviser based in Portland, OR, registered since 2009. It reports $2B in assets under management across 9,340 accounts, with 60 employees. It has 23 investment adviser representatives.

Reported AUM

$2B

Discretionary

100%

Accounts

9,340

Average account

$21K

Employees

60

Advisory reps

23

Registered since

2009

Jurisdictions

35

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Christopher Keil Hicks President, Chief Compliance Officer CRD 3231318

Advisory reps 3 of 23

• David Lawrence Armstrong Investment Adviser Rep CRD 2690926
• Steven Ray Beranek Investment Adviser Rep CRD 5444210
• Richard E Bingaman Investment Adviser Rep CRD 7025218

20 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3395 SW Garden View Ave
Portland, OR 97225

County

Washington

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 35 jurisdictions
• Website: collingwoodwealth.com

Every state, with registration dates

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