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Evan Thomas Kellenberger

Advisory Solutions Group

Plymouth, MN

Chillicothe, OH

Cs Planning Corp

Portland, OR

Chillicothe, OH

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Current Employers
Advisory Solutions Group

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-02
  • OH RA
    APPROVED
    Since 2026-03-02

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Chillicothe, OH • United States

Cs Planning Corp

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-12
PA RA APPROVED 2013-01-16
  • OH RA
    APPROVED
    Since 2024-11-12
  • PA RA
    APPROVED
    Since 2013-01-16

Branch Locations

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

Chillicothe, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Focuspoint Solutions, Inc Portland OR 04/2011 02/2026
Advisory Solutions Group Chilliocothe OH 03/2026 Present
Wealth Enhancement Group Chillicothe OH 03/2026 Present
  • 04/2011 → 02/2026
    Focuspoint Solutions, Inc
    Portland, OR
  • 03/2026 → Present
    Advisory Solutions Group
    Chilliocothe, OH
  • 03/2026 → Present
    Wealth Enhancement Group
    Chillicothe, OH
Previous Registrations
  • 2008-11-04 → 2011-02-23
    Symons Capital Management Inc
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-17
S63 Uniform Securities Agent State Law Examination 1993-09-07
  • S65 Uniform Investment Adviser Law Examination
    1998-02-17
  • S63 Uniform Securities Agent State Law Examination
    1993-09-07

View on SEC IAPD

Other Firms

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ADVISORY SOLUTIONS GROUP
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
WEALTH ADVISORS NW

Other Investors

JACQUIE Kathleen LEMARR
Ronald Dean Moore
JUSTIN AARON HART
STEVEN RAY BERANEK
Ryan Matthew Jordan
Joseph Gilewski
ROBERT ARTHUR MORIN
DAVID LAWRENCE ARMSTRONG

Other Offices

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · PORTLAND, OR
ADVISORY SOLUTIONS GROUP · PORTLAND, OR
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Portland, OR
CETERA INVESTMENT ADVISERS LLC · Portland, OR
COMMONWEALTH FINANCIAL NETWORK · Beaverton, OR
INDEPENDENT FINANCIAL GROUP, LLC · PORTLAND, OR
LPL FINANCIAL LLC · BEAVERTON, OR
WEALTH ADVISORS NW · PORTLAND, OR

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