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James Michael Plumlee

CS Planning Corp.

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About James Michael Plumlee

James Michael Plumlee is a financial advisor with over 20 years of experience in the industry. James is currently registered with CS Planning Corp., and has previously worked at firms like PROSPERA FINANCIAL SERVICES, INC., MAPLEWOOD INVESTMENT ADVISORS, INC., RUSHMORE SECURITIES CORPORATION, NORTHSTAR SECURITIES, INC., DOMINION CAPITAL CORPORATION, SOUTHWEST SECURITIES, INC., and DEAN WITTER REYNOLDS INC. James specializes in Financial Planning and Portfolio Management for Individuals. James is a Managing Partner of MPAC Consulting Group LLC, where he provides insurance and consulting services.

Firm Information

James Plumlee 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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James Plumlee’s Registration & Firm History

TX

01/02/2021 - Present

CS Planning Corp. (Dallas TX)

TX

01/03/2005 - 06/23/2010

PROSPERA FINANCIAL SERVICES, INC. (PLANO TX)

TX

10/12/2001 - 01/03/2005

MAPLEWOOD INVESTMENT ADVISORS, INC. (DALLAS TX)

TX

01/17/2001 - 10/25/2001

RUSHMORE SECURITIES CORPORATION (DALLAS TX)

TX

06/08/1998 - 03/12/2001

NORTHSTAR SECURITIES, INC. (DALLAS TX)

TX

07/19/1995 - 12/09/1998

DOMINION CAPITAL CORPORATION (DALLAS TX)

TX

08/27/1993 - 06/13/1995

SOUTHWEST SECURITIES, INC. (DALLAS TX)

NY

03/21/1989 - 08/27/1993

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 12/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Michael Plumlee.
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