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Jonathon Corey Much

CTS Financial Planning, Inc.

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About Jonathon Corey Much

Jonathon Corey Much is an Investment Advisor Representative at CTS Financial Planning, Inc. Jonathon holds a Series 65 license. Jonathon has been registered as an Investment Advisor Representative since June 2015 and has been with CTS Financial Planning, Inc. since June 2015. Jonathon specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jonathon also holds the designation of Chartered Financial Consultant.

Firm Information

Jonathon Much is currently registered with CTS Financial Planning, Inc.. CTS Financial Planning, Inc. is a Chicago, IL-based registered investment advisor with approximately $298.69 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high net worth individuals. They have a total of 725 client accounts. The firm's website addresses are: HTTPS://WWW.TWITTER.COM/CTS_CHI, HTTPS://WWW.LINKEDIN.COM/COMPANY/1311857, HTTPS://WWW.CTSFINANCIALGROUP.COM, HTTPS://WWW.FACEBOOK.COM/CTSFINANCIALGROUP.
CTS Financial Planning, Inc.

737 NORTH MICHIGAN AVENUE

CHICAGO, IL 60611

$298.69M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Jonathon Much’s Registration & Firm History

IL

06/23/2015 - Present

CTS Financial Planning, Inc. (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/29/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathon Corey Much.
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