Timothy Keith Kadlec
Investment adviser representative at Cs Planning Corp
12 yearsExperience
2 statesRegistered in
$2BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cs Planning Corp.Mar 2023 to now
- Financial Alternatives of Spokane, LLCFeb 2019 to now
- Financial Alternatives, LLCMay 2018 to now
- Planmember Securities CorporationMay 2018 to now
- Tim Kadlec (self Employed)Mar 2014 to now
- Voya Financial AdvisorsSep 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Cs Planning Corp
$2BAssets managed
4,200Clients
21Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3127749
- Firm CRD
- 149937