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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst22 years in industry

SUZANNE KAISER HIGHET

Advisor at CORE PLANNING

OFALLON, MO | Portland, OR

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 8, 2004 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: CORE PLANNING
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: Sep 29, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 7
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65
First exam: Sep 29, 2003
First registration: Jan 8, 2004
Dual registered: no
Other names: SUZANNE ELAINE HIGHET|SUZANNE HIGHET KAISER
IAPD individual key: 4724633

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
CORE PLANNING	Independent wealth	Apr 10, 2023	n/a	yes	Portland, OR\|OFALLON, MO	Current employment
CULTIVATING WEALTH	Independent wealth	Sep 1, 2020	Oct 26, 2022	no	MONTAUK, NY\|Portland, OR, OR	Previous registration
HIGHET ADVISORY LLC	n/a	Feb 27, 2019	Sep 4, 2020	no	PORTLAND, OR	Previous registration
BMO FAMILY OFFICE, LLC	Bank affiliated wealth	Oct 3, 2012	Jan 2, 2019	no	PORTLAND, OR	Previous registration
CTC CONSULTING, LLC	Former SEC adviser	Apr 5, 2010	Jul 23, 2012	no	PORTLAND, OR	Previous registration
GOULD ASSET MANAGEMENT LLC	Independent wealth	Jan 8, 2004	Mar 2, 2010	no	CLAREMONT, CA	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
CULTIVATING WEALTH	CORE PLANNING	Oct 26, 2022	Apr 10, 2023	166	Firm change	RIA to RIA
HIGHET ADVISORY LLC	CULTIVATING WEALTH	Sep 4, 2020	Sep 1, 2020	-3	Firm change	Other
BMO FAMILY OFFICE, LLC	HIGHET ADVISORY LLC	Jan 2, 2019	Feb 27, 2019	56	Firm change	Other
CTC CONSULTING, LLC	BMO FAMILY OFFICE, LLC	Jul 23, 2012	Oct 3, 2012	72	Firm change	Other
GOULD ASSET MANAGEMENT LLC	CTC CONSULTING, LLC	Mar 2, 2010	Apr 5, 2010	34	Firm change	Other

Relationships

Registered with (6)

→ CORE PLANNINGRegistered adviserregistration: current employment
Apr 10, 2023 to presentfactForm ADV
→ CULTIVATING WEALTHRegistered adviserregistration: previous registration
Sep 1, 2020 to Oct 26, 2022factForm ADV
→ HIGHET ADVISORY LLCRegistered adviserregistration: previous registration
Feb 27, 2019 to Sep 4, 2020factForm ADV
→ BMO FAMILY OFFICE, LLCRegistered adviserregistration: previous registration
Oct 3, 2012 to Jan 2, 2019factForm ADV
→ CTC CONSULTING, LLCRegistered adviserregistration: previous registration
Apr 5, 2010 to Jul 23, 2012factForm ADV
→ GOULD ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 8, 2004 to Mar 2, 2010factForm ADV

Dated events

Occurred
Oct 26, 2022
Advisor changed firm
Suzanne Kaiser Highet left Cultivating Wealth for Core Planning (registered 2023-04-10)
Form ADVobserved 6 days ago