John Gustafsson

Current Employers

Cs Planning Corp

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-04-06
FL	RA	APPROVED	2026-01-26
SC	RA	APPROVED	2026-01-26
NY	RA	APPROVED	2023-03-14

TX RA
APPROVED_RES

Since 2026-04-06
FL RA
APPROVED

Since 2026-01-26
SC RA
APPROVED

Since 2026-01-26
NY RA
APPROVED

Since 2023-03-14

Branch Locations

Lakewood Ranch, FL • United States

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

16 Kellogg Road, New Hartford, NY 13413 • 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

Organization	City	State	From	To
Unemployed	Ljungby		06/2016	09/2016
Pensacola Ice Flyers	Pensacola	FL	09/2016	05/2017
Unemployed	Ljungby		05/2017	09/2017
Macon Mayham	Macon	GA	09/2017	12/2017
Roanoke Rail Yard Dawgs	Roanoke	VA	12/2017	05/2018
Unemployed	Ljungby		05/2018	09/2019
Norfolk Admirals	Norfolk	VA	10/2019	02/2020
Atlanta Gladiators	Duluth	GA	12/2019	01/2020
Fayettville Marksmen	Fayettville	NC	01/2020	05/2020
Unemployed	La Plata Md	MD	06/2020	12/2020
Birmingham Bulls	Pelham	AL	12/2020	01/2021
Unemployed	Mt Pleasant	SC	01/2021	10/2021
Northwestern Mutual Life Insurance Company	Milwaukee	WI	10/2021	01/2023
Northwestern Mutual Investment Services Llc	Mt Pleasant	SC	10/2021	01/2023
Northwestern Mutual Wealth Management Company	Milwaukee	WI	12/2021	01/2023
Cs Planning Corp	Portland	OR	02/2023	Present
Master Planners & Associates	New Hartford	NY	02/2023	Present

06/2016 → 09/2016

Unemployed

Ljungby
09/2016 → 05/2017

Pensacola Ice Flyers

Pensacola, FL
05/2017 → 09/2017

Unemployed

Ljungby
09/2017 → 12/2017

Macon Mayham

Macon, GA
12/2017 → 05/2018

Roanoke Rail Yard Dawgs

Roanoke, VA
05/2018 → 09/2019

Unemployed

Ljungby
10/2019 → 02/2020

Norfolk Admirals

Norfolk, VA
12/2019 → 01/2020

Atlanta Gladiators

Duluth, GA
01/2020 → 05/2020

Fayettville Marksmen

Fayettville, NC
06/2020 → 12/2020

Unemployed

La Plata Md, MD
12/2020 → 01/2021

Birmingham Bulls

Pelham, AL
01/2021 → 10/2021

Unemployed

Mt Pleasant, SC
10/2021 → 01/2023

Northwestern Mutual Life Insurance Company

Milwaukee, WI
10/2021 → 01/2023

Northwestern Mutual Investment Services Llc

Mt Pleasant, SC
12/2021 → 01/2023

Northwestern Mutual Wealth Management Company

Milwaukee, WI
02/2023 → Present

Cs Planning Corp

Portland, OR
02/2023 → Present

Master Planners & Associates

New Hartford, NY

Other Businesses

1.Master Planners & Associates, at registered location; Title: Financial Advisor; Start date: 02/2023. Financial advisory and client services, fixed/traditional Insurance, provide insurance advice based on the needs of client(s). 60 hrs/month; all during trading hours. (Investment related)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-13
S63	Uniform Securities Agent State Law Examination	2021-11-16

S65 Uniform Investment Adviser Law Examination

2023-03-13
S63 Uniform Securities Agent State Law Examination

2021-11-16

Other Names

John Gustafsson

View on SEC IAPD