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Hoon Kang

CS Planning Corp.

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About Hoon Kang

Hoon Kang is an investment advisor representative at CS Planning Corp. Hoon has been in the financial services industry since 1998 and has a broad range of experience, including investment advisory, insurance, and consulting. Hoon holds the Series 6 and Series 63 licenses and is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). Hoon's background includes previous roles at The Leaders Group, Inc., Sun Life Financial Distributors, Inc., M Holdings Securities, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated.

Firm Information

Hoon 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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Hoon Kang’s Registration & Firm History

OR

05/23/2018 - Present

CS Planning Corp. (PORTLAND OR)

CO

04/08/2008 - 02/03/2009

THE LEADERS GROUP, INC. (LITTLETON CO)

MA

08/29/2006 - 10/30/2007

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

WA

03/18/2005 - 08/07/2006

M HOLDINGS SECURITIES, INC. (SEATTLE WA)

CO

04/01/2002 - 12/17/2004

THE LEADERS GROUP, INC. (LITTLETON CO)

WI

02/26/1999 - 02/27/2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

02/26/1999 - 02/27/2001

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 02/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hoon Kang.
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