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Christian Seung-ri Kang

CS Planning Corp.

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About Christian Seung-ri Kang

Christian Kang is a registered investment advisor representative with CS Planning Corp. Christian has been in the industry since 2015 and is licensed as a life insurance agent. Christian has Series 65 and has been associated with CS Planning Corp since March 2021. Christian is a member of Cultivant LLC, a marketing company.

Firm Information

Christian Kang 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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Christian Kang’s Registration & Firm History

OR

03/12/2021 - Present

CS Planning Corp. (PORTLAND OR)

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Licenses & Designations

IA

Issued 12/26/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Seung-ri Kang.
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