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Kenneth Dale Bolton

CS Planning Corp.

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About Kenneth Dale Bolton

Kenneth Bolton is a financial advisor with CS Planning Corp., a registered investment advisor with offices in Portland, OR and Aliso Viejo, CA. Kenneth has been in the financial services industry for over 30 years. Kenneth holds the Series 7, Series 63, and Series 66 licenses, and the SIE exam. Kenneth has experience working with a wide range of clients, including individuals, families, and businesses. Kenneth specializes in providing financial planning and investment management services.

Firm Information

Kenneth Bolton 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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Kenneth Bolton’s Registration & Firm History

OR

01/02/2025 - Present

CS Planning Corp. (PORTLAND OR)

CA

07/22/2005 - 02/08/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OXNARD CA)

NY

03/22/1989 - 07/26/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 03/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kenneth Dale Bolton. Review regulatory record here.
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