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Hamilton Brandenburg

CS Planning Corp.

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About Hamilton Brandenburg

Hamilton Brandenburg is an Investment Advisor Representative with CS Planning Corp. Hamilton has been in the industry since 2017. Prior to joining CS Planning Corp, Hamilton worked for Edward Jones and GM Financial. Hamilton holds a Series 66, Series 7, and SIE securities license. Hamilton is registered in Florida and Georgia. In addition to working at CS Planning Corp., Hamilton also runs a seasonal tax preparation business called Brandenburg Tax Services. CS Planning Corp. has a team of 44 Investment Advisor Representatives and manages approximately $957,856,476 in client assets.

Firm Information

Hamilton Brandenburg 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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Hamilton Brandenburg’s Registration & Firm History

GA

10/13/2022 - Present

CS Planning Corp. (Canton GA)

GA

11/22/2017 - 10/11/2022

EDWARD JONES (Woodstock GA)

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Licenses & Designations

BOTH

Issued 12/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hamilton Brandenburg.
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