Best Investors Account Sign in
Inactive

Steven Ray Beranek

Cs Planning Corp

Portland, OR

Jefferson, OR

Claim This Profile
Current Employers
Cs Planning Corp

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2023-04-03
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2023-04-03

Branch Locations

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Jefferson, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Technical Mngt Gp, Llc Fka Technical Management Group, Inc. Salem OR 09/2008 Present
Cs Planning Corp Portland OR 02/2017 Present
  • 09/2008 → Present
    Technical Mngt Gp, Llc Fka Technical Management Group, Inc.
    Salem, OR
  • 02/2017 → Present
    Cs Planning Corp
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-31
  • S66 Uniform Combined State Law Examination
    2008-01-31

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor