Best Investors Account Sign in
Inactive

Daniel Harris Roseth

Cs Planning Corp

Portland, OR

Riverwood, IL

Highland Park, IL

Claim This Profile
Current Employers
Cs Planning Corp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-31
  • IL RA
    APPROVED
    Since 2025-01-31

Branch Locations

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

302 Saunders Road Suite 200, Riverwood, IL 60015 • United States

Highland Park, IL • 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
83Rd St. Wealth Management, Llc South Barrington IL 01/2019 12/2024
H.D. Roseth & Associates, Ltd. Riverwoods IL 08/2015 Present
Cs Planning Corp Dba Meridian Wealth Alliance Riverwood IL 01/2025 Present
  • 01/2019 → 12/2024
    83Rd St. Wealth Management, Llc
    South Barrington, IL
  • 08/2015 → Present
    H.D. Roseth & Associates, Ltd.
    Riverwoods, IL
  • 01/2025 → Present
    Cs Planning Corp Dba Meridian Wealth Alliance
    Riverwood, IL
Previous Registrations
  • 2023-01-17 → 2024-12-10
    83Rd St. Wealth Management, Llc
    Riverwoods, IL
    South Barrington, IL
Other Businesses

H.D. ROSETH & ASSOCIATES, LTD. 302 SAUNDERS RD. SUITE 200 RIVERWOODS, IL 60015 ACCOUNTING FIRM ACCOUNTANT SINCE 08/2015 NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-05
  • S65 Uniform Investment Adviser Law Examination
    2022-08-05

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