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Evan Thomas Kellenberger

CS Planning Corp.

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About Evan Thomas Kellenberger

Evan Kellenberger is an investment advisor representative with CS Planning Corp. Evan has been in the industry since 1993 and has held various roles at different financial institutions. Evan is registered with the state of Pennsylvania. Evan is a Series 7, 6, 63, 65, and 24 licensed advisor. Evan specializes in Portfolio Management for Individuals and Financial Planning. Evan has over 20 years of experience in the financial services industry.

Firm Information

Evan Kellenberger 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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Evan Kellenberger’s Registration & Firm History

OR

01/16/2013 - Present

CS Planning Corp. (PORTLAND OR)

PA

03/02/2004 - 03/13/2008

FIDELITY BROKERAGE SERVICES LLC (WEST CONSHOHOCKEN PA)

MD

07/27/2001 - 03/15/2002

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

RI

09/23/1993 - 07/05/2001

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 02/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2001

Series 24 - General Securities Principal Examination

BC

Issued 09/06/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/22/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Thomas Kellenberger.
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