Lisa K. Mccullough

Employer firm

Cs Planning Corp CRD 149937

$1.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → Present
  Financial Alternatives
  East Wenatchee, WA
• 07/1995 → 05/2018
  Na - Not Employed
  Republic, WA
• 05/2018 → 01/2022
  Bronze Star, Inc.
  Tonasket, WA
• 05/2018 → 01/2022
  Blue And White Orchards, Inc.
  Tonasket, WA
• 01/2022 → 12/2022
  Blue And White Orchards, Inc.
  Tonasket, WA
• 01/2022 → 12/2022
  Bronze Star, Inc.
  Tonasket, WA
• 03/2023 → Present
  Cs Planning Corp.
  East Wenatchee, WA
• 11/2021 → Present
  Planmember Securities Corporation
  East Wenatchee, WA
• 03/2022 → Present
  Planmember Securities Corporation
  East Wenatchee, WA

Other Businesses

1) Financial Alternatives-667 Grant Road, Suite 1, East Wenatchee, WA 98802; Investment related; Securities and insurance sales & services; Financial advisor; Start date 9/2021; 60 hrs/mnth & during trading. 2) CS Planning Corp, Investment-Related; Investment Advisor Representative (start 3/2023), financial advisory; 60 hours per month during trading. 3)CS Planning Corp DBA Financial Alternatives; 667 Grant Road, Suite 1 East Wenatchee WA 98802; Start Date 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 60 hrs/mo; 60 hrs/mo during trading. IR

Exams

• S66 Uniform Combined State Law Examination
  2022-03-03

Other Names

• Lisa K. Mccullough
• Lisa Grass
• Lisa Kay Mccullough