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Lon Christie Merritt

CS Planning Corp.

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About Lon Christie Merritt

Lon Christie Merritt is a financial professional with over 30 years of experience in the financial services industry. Lon Merritt is currently registered with CS Planning Corp. and holds licenses to provide investment advice in New York and Texas. Lon Merritt has a strong background in financial planning and portfolio management and is committed to providing personalized service to meet the unique needs of each client.

Firm Information

Lon Merritt 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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Lon Merritt’s Registration & Firm History

NY

09/01/2022 - Present

CS Planning Corp. (New Hartford NY)

NY

02/16/2023 - 09/03/2024

PURSHE KAPLAN STERLING INVESTMENTS (New Hartford NY)

NY

10/02/1989 - 09/06/2022

CADARET, GRANT & CO., INC. (NEW HARTFORD NY)

NA

11/18/1986 - 10/02/1989

CADARET, GRANT & CO., INC.

NA

04/16/1985 - 11/24/1986

FSC SECURITIES CORPORATION

NA

05/21/1976 - 05/03/1985

IDS FINANCIAL SERVICES INC.

NA

05/21/1976 - 05/03/1985

IDS LIFE INSURANCE COMPANY

NA

05/21/1976 - 05/03/1985

IDS MARKETING CORPORATION

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Licenses & Designations

BC

Issued 08/26/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

BC

Issued 05/13/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lon Christie Merritt.
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