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RIA / WealthAdvisorChartered Financial Consultant21 years in industry

KEVIN TODD CANTERBURY

Advisor at CS PLANNING CORP

PLYMOUTH, MN | SCOTTSDALE, AZ | Scottsdale, AZ

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Search this name across graphsid dfx:ria:ba392ec8-8628-2cdd-b7fc-50d6aea083e2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 18, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CS PLANNING CORP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 3, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63
First exam: May 3, 2005
First registration: Sep 18, 2009
Dual registered: no
Other names: KEVIN T CANTERBURY
IAPD individual key: 4939385

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORY SOLUTIONS GROUP	Independent wealth	Sep 9, 2026	n/a	yes	SCOTTSDALE, AZ\|PLYMOUTH, MN	Current employment
CS PLANNING CORP	Independent wealth	Nov 12, 2020	n/a	yes	Scottsdale, AZ	Current employment
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Dec 21, 2012	Aug 27, 2020	no	WILMINGTON, DE\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
INTERWEALTH MANAGEMENT, LLC	Independent wealth	May 6, 2011	Sep 27, 2012	no	SCOTTSDALE, AZ	Previous registration
RICH GOLDMAN ASSET MGMT, LLC	Former SEC adviser	May 6, 2010	Apr 8, 2011	no	PHOENIX, AZ	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Sep 18, 2009	Dec 16, 2009	no	PHOENIX, AZ\|PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REALTA INVESTMENT ADVISORS, INC	CS PLANNING CORP	Aug 27, 2020	Nov 12, 2020	77	Firm change	Ibd to RIA
INTERWEALTH MANAGEMENT, LLC	REALTA INVESTMENT ADVISORS, INC	Sep 27, 2012	Dec 21, 2012	85	Firm change	Other
RICH GOLDMAN ASSET MGMT, LLC	INTERWEALTH MANAGEMENT, LLC	Apr 8, 2011	May 6, 2011	28	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	RICH GOLDMAN ASSET MGMT, LLC	Dec 16, 2009	May 6, 2010	141	Firm change	Other

Relationships

Registered with (6)

→ ADVISORY SOLUTIONS GROUPRegistered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: current employment
Nov 12, 2020 to presentfactForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Dec 21, 2012 to Aug 27, 2020factForm ADV
→ INTERWEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 6, 2011 to Sep 27, 2012factForm ADV
→ RICH GOLDMAN ASSET MGMT, LLCRegistered adviserregistration: previous registration
May 6, 2010 to Apr 8, 2011factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Sep 18, 2009 to Dec 16, 2009factForm ADV

Dated events

No dated event names this entity yet.