linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Krieg

CS Planning Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Krieg

Kevin Krieg is a financial advisor with CS Planning Corp. in PORTLAND, OR. Kevin has been in the industry since 2006 and holds licenses for Series 66, Series 31, and Series 7. Kevin has previously worked at NEXT FINANCIAL GROUP, INC., QUESTAR CAPITAL CORPORATION, METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY & CO., INCORPORATED, and MORGAN STANLEY DW INC. Kevin provides financial planning and portfolio management services for individuals and high-net-worth clients.

Firm Information

Kevin Krieg 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Krieg’s Registration & Firm History

OR

01/01/2025 - Present

CS Planning Corp. (PORTLAND OR)

FL

11/29/2018 - 07/05/2023

NEXT FINANCIAL GROUP, INC. (Neptune Beach FL)

FL

03/10/2015 - 12/06/2018

QUESTAR CAPITAL CORPORATION (NEPTUNE BEACH FL)

GA

01/02/2015 - 01/28/2015

METLIFE SECURITIES INC. (ST. SIMONS ISLAND GA)

GA

06/18/2009 - 01/02/2015

NEW ENGLAND SECURITIES (ST. SIMONS ISLAND GA)

FL

09/21/2007 - 03/30/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE FL)

FL

04/02/2007 - 08/22/2007

MORGAN STANLEY & CO., INCORPORATED (JACKSONVILLE FL)

FL

08/31/2006 - 04/02/2007

MORGAN STANLEY DW INC. (JACKSONVILLE FL)

Not sure if Kevin Krieg is right for you?

Licenses & Designations

BOTH

Issued 11/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 08/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kevin Krieg. Review regulatory record here.
Not sure if Kevin Krieg is right for you?