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Amy Margaret Rusch

CS Planning Corp.

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About Amy Margaret Rusch

Amy Rusch is a financial advisor currently registered with CS Planning Corp. Amy has over 9 years of experience in the industry and has been registered with the state of Arizona since 2011. Amy has been working with CS Planning Corp. since December 2021 after previously working with United Planners' Financial Services of America. Amy specializes in providing financial planning and portfolio management services to individuals and high-net-worth clients.

Firm Information

Amy Rusch is currently registered with CS Planning Corp.. CS Planning Corp. is a financial advisor headquartered in Portland, OR. The firm offers a range of services, including financial planning and portfolio management for individuals and businesses. They manage over $957 million in assets for 4,650 clients, primarily individuals (both high-net-worth and others) and businesses.
CS Planning Corp.

3395 SW GARDEN VIEW AVE

PORTLAND, OR 97225

$957.86M

Assets Under Management

6

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Rusch’s Registration & Firm History

AZ

05/10/2022 - Present

CS Planning Corp. (SCOTTSDALE AZ)

AZ

09/08/2015 - 12/20/2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

AZ

08/06/2014 - 09/23/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)

AZ

09/28/2011 - 07/05/2013

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 09/08/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Margaret Rusch.
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