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Kevin Todd Canterbury

CS Planning Corp.

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About Kevin Todd Canterbury

Kevin Canterbury is a registered investment advisor representative with CS Planning Corp.. Kevin has been in the financial services industry since 2005 and has a Series 6, Series 7, and Series 63 license. Kevin is a Chartered Financial Consultant and has experience working with high-net-worth individuals and corporations. Kevin's firm provides financial planning, portfolio management for individuals and advisory services for businesses.

Firm Information

Kevin Canterbury 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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Kevin Canterbury’s Registration & Firm History

AZ

04/03/2023 - Present

CS Planning Corp. (Scottsdale AZ)

AZ

09/26/2012 - 08/27/2020

COASTAL EQUITIES, INC. (Scottsdale AZ)

AZ

01/04/2010 - 09/27/2012

MUTUAL SECURITIES, INC. (SCOTTSDALE AZ)

AZ

06/06/2005 - 12/16/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 05/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/03/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Kevin Todd Canterbury. Review regulatory record here.
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