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Charles Anthony Marien

Cts Financial Planning, Inc.

Chicago, IL

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Current Employers
Cts Financial Planning, Inc.

737 North Michigan Avenue Suite 2120, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 1998-01-12
  • IL RA
    APPROVED
    Since 1998-01-12

Branch Locations

737 North Michigan Avenue Suite 2120, Chicago, IL 60611 • 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
Cts Financial Planning, Inc. Chicago IL 11/1984 Present
Certified Insurance Consultants, Inc. Chicago IL 01/1989 12/2020
Certified Insurance Consultants, Inc. Chicago IL 12/2020 Present
  • 11/1984 → Present
    Cts Financial Planning, Inc.
    Chicago, IL
  • 01/1989 → 12/2020
    Certified Insurance Consultants, Inc.
    Chicago, IL
  • 12/2020 → Present
    Certified Insurance Consultants, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-06
S63 Uniform Securities Agent State Law Examination 1991-05-08
  • S65 Uniform Investment Adviser Law Examination
    1998-07-06
  • S63 Uniform Securities Agent State Law Examination
    1991-05-08
Designations

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
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