John Gustafsson
Investment adviser representative at Cs Planning Corp
10 yearsExperience
4 statesRegistered in
$2BFirm assets
17 yearsFirm in business
Are you John Gustafsson? Claim your profile
Contact this firm
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
10 years in the industry.
- Cs Planning CorpFeb 2023 to now
- Master Planners & AssociatesFeb 2023 to now
- Northwestern Mutual Wealth Management CompanyDec 2021 to Jan 2023
- Northwestern Mutual Investment Services LLCOct 2021 to Jan 2023
- Northwestern Mutual Life Insurance CompanyOct 2021 to Jan 2023
- UnemployedJan 2021 to Oct 2021
- Birmingham BullsDec 2020 to Jan 2021
- UnemployedJun 2020 to Dec 2020
- Fayettville MarksmenJan 2020 to May 2020
- Atlanta GladiatorsDec 2019 to Jan 2020
- Norfolk AdmiralsOct 2019 to Feb 2020
- UnemployedMay 2018 to Sep 2019
- Roanoke Rail Yard DawgsDec 2017 to May 2018
- Macon MayhamSep 2017 to Dec 2017
- UnemployedMay 2017 to Sep 2017
- Pensacola Ice FlyersSep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (FL, NY, SC, TX).
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
- 7444112
- Firm CRD
- 149937