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Charles William Burmaster

CS Planning Corp.

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About Charles William Burmaster

Charles William Burmaster is a financial advisor with over 30 years of experience in the industry. Charles is currently registered with CS Planning Corp. and has also been registered with CADARET, GRANT & CO., INC. and MUTUAL OF OMAHA INVESTOR SERVICES, INC. in the past. Charles is a Chartered Financial Consultant and holds a Series 6, Series 26, Series 63, Series 99TO, and SIE license. Charles is registered to provide investment advice in New York and Texas. Charles provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Charles Burmaster 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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Charles Burmaster’s Registration & Firm History

NY

09/02/2022 - Present

CS Planning Corp. (New Hartford NY)

NY

07/28/2000 - 09/06/2022

CADARET, GRANT & CO., INC. (NEW HARTFORD NY)

NE

10/16/1992 - 08/23/2000

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 07/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/16/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles William Burmaster. Review regulatory record here.
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