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Daniel Harris Roseth

CS Planning Corp.

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About Daniel Harris Roseth

Daniel Harris Roseth is an Investment Advisor Representative associated with CS Planning Corp. Daniel Roseth is registered with the state of Illinois. Daniel Roseth has been in the industry since 2015. Prior to working at CS Planning Corp, Daniel Roseth was associated with 83rd St. Wealth Management, LLC. Daniel Roseth is also associated with H.D. Roseth & Associates, LTD., an accounting firm.

Firm Information

Daniel Roseth 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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Daniel Roseth’s Registration & Firm History

IL

01/31/2025 - Present

CS Planning Corp. (Riverwood IL)

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Licenses & Designations

IA

Issued 08/05/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Harris Roseth.
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