DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP, LLC, CRD 339919

PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc82e4ca-10af-4736-d04a-3918db93ba5a

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 55
Dated events: 12
On other graphs: 0
Observed: Dec 17, 2025 to Aug 21, 2026
7 observations

Right now

3 signals name this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left Palouse Capital Management, Inc. (Spokane, WA) for Advisory Solutions Group on the same day

Dated 2026-08-12 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

ADVISORY SOLUTIONS GROUP · destination firm

Advisor Recruiting IntelligenceAug 12, 2026 · seen 4 days ago

#2NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

5 advisors left CS Planning Corp (Portland, OR) for Advisory Solutions Group on the same day

Dated 2026-06-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

ADVISORY SOLUTIONS GROUP · destination firm

Advisor Recruiting IntelligenceJun 2, 2026 · seen 4 days ago

#3NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left CS Planning Corp (Bellevue, WA) for Advisory Solutions Group on the same day

Dated 2026-06-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

ADVISORY SOLUTIONS GROUP · destination firm

Advisor Recruiting IntelligenceJun 2, 2026 · seen 4 days ago

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=15.0
Regulatory AUM: $408MItem 5.F on the latest filing (2026-08-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $408M
Private client RAUM: $408MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 41
RAUM per advisor: $10.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 50
Advisory employees: 33
Offices: 13Schedule D 1.F, beyond the principal office
Accounts: 2,062
Individual clients: 701
High net worth clients: 106
SEC number: 801-135130
CRD: 339919
Filings on the tape: 7
First filed: Dec 17, 2025
Latest filed: Aug 21, 2026
Organised: Limited Liability Company, MN
Website: oakandvinewm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
NOEMI LOPEZ ORTEGA	n/a	BAKERSFIELD, CA \| PLYMOUTH, MN	32	4	no
RENEE ROBIN REKSC	n/a	BINGHAMPTON, NY \| PLYMOUTH, MN	31	2	no
HOON KANG	Certified Financial Planner\|Chartered Financial Consultant	BELLEVUE, WA \| PLYMOUTH, MN	27	4	no
ROBERT WILLIAM BURNS	n/a	PRIOR LAKE, MN \| PLYMOUTH, MN \| RIVERWOODS, IL \| BUFFALO GROVE, IL	27	2	no
KELLY STECKLEIN	Certified Financial Planner	FRISCO, CO \| PLYMOUTH, MN	26	7	no
NICHOLAS LANCE SELTUN	n/a	PLYMOUTH, MN \| CORONADO, CA	19	3	no
TAYLOR THOMAS LEARY	Certified Financial Planner	PLYMOUTH, MN \| GREENWOOD VILLAGE, CO	16	3	no
KATHLEEN THAYER RENTZ	n/a	PLYMOUTH, MN \| DALLAS, TX	11	2	no
Wesley Chan-Young Kang	n/a	BELLEVUE, WA \| PLYMOUTH, MN	10	1	no
Christian Seung-Ri Kang	n/a	PLYMOUTH, MN \| BELLEVUE, WA	11	1	no
Michael P Reksc	n/a	PLYMOUTH, MN \| BINGHAMPTON, NY	19	1	yes
ERIC A HALLIN	n/a	PLYMOUTH, MN \| PASO ROBLES, CA	16	4	no
KEVIN KRIEG	n/a	NEPTUNE BEACH, FL \| PLYMOUTH, MN	19	8	no
ANDREA LYNN ANASTASIO	n/a	BOSTON, MA \| PLYMOUTH, MN	11	1	no
MATTHEW JOHN FEVOLA	n/a	PLYMOUTH, MN \| SEA GIRT, NJ	21	5	yes
Ryan Long	Chartered Financial Analyst	PLYMOUTH, MN \| PORTLAND, OR	31	n/a	no
Spencer Shelman	Chartered Financial Analyst	PLYMOUTH, MN \| SPOKANE, WA	16	4	no
Devin Matthew Paine	n/a	PLYMOUTH, MN \| SPOKANE, WA	18	2	no
SHARLEE LORENE CRETORS	Certified Financial Planner	SCOTTSDALE, AZ \| PLYMOUTH, MN	37	6	no
TIFFANY ELAINE RIEDEL	n/a	EVERGREEN, CO \| PLYMOUTH, MN	31	3	no
KURT CRETORS	n/a	PLYMOUTH, MN \| SCOTTSDALE, AZ	21	3	no
Ashley Nicole Eckles	n/a	PLYMOUTH, MN \| PASO ROBLES, CA	10	1	no
KENNETH DALE BOLTON	n/a	NOKOMIS, FL \| PLYMOUTH, MN	37	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAHN, JAMES, LOREN	CHAIR OF INVESTMENT COMMITTEE AND CHIEF STRATEGY OFFICER	Na	yes	12/2025	Aug 21, 2026	Aug 21, 2026
DEKKO, JEFFREY, THOMAS HAROLD	CHIEF MANAGER AND PRESIDENT	Na	yes	12/2025	Aug 21, 2026	Aug 21, 2026
DENARO, VICTORIA	ASSISTANT SECRETARY	Na	yes	06/2026	Aug 21, 2026	Aug 21, 2026
DIECKHAUS, JOSEPH, ALAN	CHIEF COMPLIANCE OFFICER	Na	yes	12/2025	Aug 21, 2026	Aug 21, 2026
RICE, WILLIAM, HENRY	Secretary	Na	yes	06/2026	Aug 21, 2026	Aug 21, 2026
SHIDEMAN, FREDERICK, JAMES	CHIEF PLATFORM OFFICER AND CHIEF INFORMATION SECURITY OFFICER	Na	yes	12/2025	Aug 21, 2026	Aug 21, 2026
WEALTH ENHANCEMENT GROUP,	SOLE MEMBER	E	yes	12/2025	Aug 21, 2026	Aug 21, 2026
WINDORSKI, KELLY, JOSEPH	CHIEF FINANCIAL OFFICER AND TREASURER	Na	yes	12/2025	Aug 21, 2026	Aug 21, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$0	$0	7	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
22	0	22	0.0%	5	0	0	22	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$408M	n/a	n/a	n/a	n/a	50	n/a	13	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PALOUSE CAPITAL MANAGEMENT, INC.	2	Aug 12, 2026	Jun 1, 2026	SPOKANE, WA	Team lift out	RIA to RIA	100.0%
AVIOR WEALTH MANAGEMENT, LLC	2	Jul 2, 2026	Jul 1, 2026	SCOTTSDALE, AZ	Team lift out	RIA to RIA	2.7%
CS PLANNING CORP	3	Jun 2, 2026	Jul 16, 2026	ALISO VIEJO, CA	Team lift out	RIA to RIA	6.5%
CS PLANNING CORP	2	Jun 2, 2026	May 1, 2026	FRISCO, CO	Team lift out	RIA to RIA	4.3%
CS PLANNING CORP	2	Jun 2, 2026	May 1, 2026	BINGHAMTON, NY	Team lift out	RIA to RIA	4.3%
CS PLANNING CORP	3	Jun 2, 2026	Jul 6, 2026	PORTLAND, OR	Team lift out	RIA to RIA	6.5%
CS PLANNING CORP	3	Jun 2, 2026	May 1, 2026	BELLEVUE, WA	Team lift out	RIA to RIA	6.5%

Relationships

Registered with (41)

← KEVIN TODD CANTERBURYAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← KENNETH DALE BOLTONAdvisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← Ryan Matthew LauxAdvisorregistration: current employment
Jul 7, 2026 to presentfactForm ADV
← Ashley Nicole EcklesAdvisorregistration: current employment
Jul 6, 2026 to presentfactForm ADV
← SHARLEE LORENE CRETORSAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← TIFFANY ELAINE RIEDELAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← KURT CRETORSAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← Ann Marie Doty-MitchellAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← Ryan LongAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← Spencer ShelmanAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← Devin Matthew PaineAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← MATTHEW JOHN FEVOLAAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← ANDREA LYNN ANASTASIOAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← KEVIN KRIEGAdvisorregistration: current employment
May 7, 2026 to presentfactForm ADV
← ERIC A HALLINAdvisorregistration: current employment
May 4, 2026 to presentfactForm ADV
← NOEMI LOPEZ ORTEGAAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← RENEE ROBIN REKSCAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← HOON KANGAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← ROBERT WILLIAM BURNSAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← KELLY STECKLEINAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← NICHOLAS LANCE SELTUNAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← TAYLOR THOMAS LEARYAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← KATHLEEN THAYER RENTZAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← Wesley Chan-Young KangAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← Christian Seung-Ri KangAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← Michael P RekscAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← Kyle Whitney MarksAdvisorregistration: current employment
Apr 28, 2026 to presentfactForm ADV
← Michelle HagelinAdvisorregistration: current employment
Apr 8, 2026 to presentfactForm ADV
← MICHAEL S GREGORYAdvisorregistration: current employment
Mar 27, 2026 to presentfactForm ADV
← Tami HeuringAdvisorregistration: current employment
Mar 27, 2026 to presentfactForm ADV
and 11 more

Controls (8)

← WINDORSKI, KELLY, JOSEPHOwnerCHIEF FINANCIAL OFFICER AND TREASURER, ownership code NA, individual
Aug 21, 2026 to presentfactForm ADV
← SHIDEMAN, FREDERICK, JAMESOwnerCHIEF PLATFORM OFFICER AND CHIEF INFORMATION SECURITY OFFICER, ownership code NA, individual
Aug 21, 2026 to presentfactForm ADV
← DEKKO, JEFFREY, THOMAS HAROLDOwnerCHIEF MANAGER AND PRESIDENT, ownership code NA, individual
Aug 21, 2026 to presentfactForm ADV
← WEALTH ENHANCEMENT GROUP,OwnerSOLE MEMBER, ownership code E, domestic entity
Aug 21, 2026 to presentfactForm ADV
← RICE, WILLIAM, HENRYOwnerSECRETARY, ownership code NA, individual
Aug 21, 2026 to presentfactForm ADV
← DIECKHAUS, JOSEPH, ALANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 21, 2026 to presentfactForm ADV
← CAHN, JAMES, LORENOwnerCHAIR OF INVESTMENT COMMITTEE AND CHIEF STRATEGY OFFICER, ownership code NA, individual
Aug 21, 2026 to presentfactForm ADV
← DENARO, VICTORIAOwnerASSISTANT SECRETARY, ownership code NA, individual
Aug 21, 2026 to presentfactForm ADV

Moved with (3)

← CS PLANNING CORPRegistered adviser2 advisors, team lift out, same day
Jun 2, 2026 to Jul 16, 2026factForm ADV
← AVIOR WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Jul 2, 2026 to Jul 1, 2026factForm ADV
← PALOUSE CAPITAL MANAGEMENT, INC.Registered adviser2 advisors, team lift out, same day
Aug 12, 2026 to Jun 1, 2026factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 12, 2026
Team lift-out
2 advisors left Palouse Capital Management, Inc. (Spokane, WA) for Advisory Solutions Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 9, 2026
Advisor headcount changed
Advisory Solutions Group reported 46 state-registered advisory representatives, up from 33 (2026-05-07 to 2026-07-09)
Form ADVobserved 5 days ago
13 IARS
Occurred
Jul 2, 2026
Team lift-out
2 advisors left Avior Wealth Management, LLC (Scottsdale, AZ) for Advisory Solutions Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 2, 2026
Team lift-out
5 advisors left CS Planning Corp (Portland, OR) for Advisory Solutions Group on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Jun 2, 2026
Team lift-out
3 advisors left CS Planning Corp (Bellevue, WA) for Advisory Solutions Group on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jun 2, 2026
Team lift-out
2 advisors left CS Planning Corp (Binghamton, NY) for Advisory Solutions Group on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jun 2, 2026
Team lift-out
2 advisors left CS Planning Corp (Aliso Viejo, CA) for Advisory Solutions Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 2, 2026
Team lift-out
2 advisors left CS Planning Corp (Frisco, CO) for Advisory Solutions Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 7, 2026
Advisor headcount changed
Advisory Solutions Group reported 33 state-registered advisory representatives, up from 5 (2026-04-27 to 2026-05-07)
Form ADVobserved 5 days ago
28 IARS
Occurred
Dec 17, 2025
Advisor owns new adviser
Jeffrey Thomas Harold Dekko, registered through Wealth Enhancement Advisory Services, LLC (Denver, CO), is a direct owner of Advisory Solutions Group, an adviser first registered 2025-12-17; in 2023-2025, 171 of 213 such owners registered at this class of firm moved to the new adviser within a year, median 75 days after the filing
Form ADVobserved 4 days ago
Occurred
Dec 17, 2025
Advisor owns new adviser
James Loren Cahn, registered through Wealth Enhancement Advisory Services, LLC (Plymouth, MN), is a direct owner of Advisory Solutions Group, an adviser first registered 2025-12-17; in 2023-2025, 171 of 213 such owners registered at this class of firm moved to the new adviser within a year, median 75 days after the filing
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jul 9, 2026
Advisory Solutions Group reported 13 offices beyond its principal office, up from 0 (2026-05-07 to 2026-07-09)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc82e4ca-10af-4736-d04a-3918db93ba5a
First observed: Dec 17, 2025
Last observed: Aug 21, 2026 30 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP, LLC, CRD 339919

PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc82e4ca-10af-4736-d04a-3918db93ba5a

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NOEMI LOPEZ ORTEGA

n/a

BAKERSFIELD, CA | PLYMOUTH, MN

RENEE ROBIN REKSC

n/a

BINGHAMPTON, NY | PLYMOUTH, MN

HOON KANG

Certified Financial Planner|Chartered Financial Consultant

BELLEVUE, WA | PLYMOUTH, MN

ROBERT WILLIAM BURNS

n/a

PRIOR LAKE, MN | PLYMOUTH, MN | RIVERWOODS, IL | BUFFALO GROVE, IL

KELLY STECKLEIN

Certified Financial Planner

FRISCO, CO | PLYMOUTH, MN

NICHOLAS LANCE SELTUN

n/a

PLYMOUTH, MN | CORONADO, CA

TAYLOR THOMAS LEARY

Certified Financial Planner

PLYMOUTH, MN | GREENWOOD VILLAGE, CO

KATHLEEN THAYER RENTZ

n/a

PLYMOUTH, MN | DALLAS, TX

Wesley Chan-Young Kang

n/a

BELLEVUE, WA | PLYMOUTH, MN

Christian Seung-Ri Kang

n/a

PLYMOUTH, MN | BELLEVUE, WA

Michael P Reksc

n/a

PLYMOUTH, MN | BINGHAMPTON, NY

yes

ERIC A HALLIN

n/a

PLYMOUTH, MN | PASO ROBLES, CA

KEVIN KRIEG

n/a

NEPTUNE BEACH, FL | PLYMOUTH, MN

ANDREA LYNN ANASTASIO

n/a

BOSTON, MA | PLYMOUTH, MN

MATTHEW JOHN FEVOLA

n/a

PLYMOUTH, MN | SEA GIRT, NJ

yes

Ryan Long

Chartered Financial Analyst

PLYMOUTH, MN | PORTLAND, OR

n/a

Spencer Shelman

Chartered Financial Analyst

PLYMOUTH, MN | SPOKANE, WA

Devin Matthew Paine

n/a

PLYMOUTH, MN | SPOKANE, WA

SHARLEE LORENE CRETORS

Certified Financial Planner

SCOTTSDALE, AZ | PLYMOUTH, MN

TIFFANY ELAINE RIEDEL

n/a

EVERGREEN, CO | PLYMOUTH, MN

KURT CRETORS

n/a

PLYMOUTH, MN | SCOTTSDALE, AZ

Ashley Nicole Eckles

n/a

PLYMOUTH, MN | PASO ROBLES, CA

KENNETH DALE BOLTON

n/a

NOKOMIS, FL | PLYMOUTH, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAHN, JAMES, LOREN

CHAIR OF INVESTMENT COMMITTEE AND CHIEF STRATEGY OFFICER

yes

12/2025

Aug 21, 2026

DEKKO, JEFFREY, THOMAS HAROLD

CHIEF MANAGER AND PRESIDENT

yes

12/2025

Aug 21, 2026

DENARO, VICTORIA

ASSISTANT SECRETARY

yes

06/2026

Aug 21, 2026

DIECKHAUS, JOSEPH, ALAN

CHIEF COMPLIANCE OFFICER

yes

12/2025

Aug 21, 2026

RICE, WILLIAM, HENRY

Secretary

yes

06/2026

Aug 21, 2026

SHIDEMAN, FREDERICK, JAMES

CHIEF PLATFORM OFFICER AND CHIEF INFORMATION SECURITY OFFICER

yes

12/2025

Aug 21, 2026

WEALTH ENHANCEMENT GROUP,

SOLE MEMBER

yes

12/2025

Aug 21, 2026

WINDORSKI, KELLY, JOSEPH

CHIEF FINANCIAL OFFICER AND TREASURER

yes

12/2025

Aug 21, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$408M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PALOUSE CAPITAL MANAGEMENT, INC.

Aug 12, 2026

Jun 1, 2026

SPOKANE, WA

Team lift out

RIA to RIA

100.0%

AVIOR WEALTH MANAGEMENT, LLC

Jul 2, 2026

Jul 1, 2026

SCOTTSDALE, AZ

Team lift out

RIA to RIA

2.7%

CS PLANNING CORP

Jun 2, 2026

Jul 16, 2026

ALISO VIEJO, CA

Team lift out

RIA to RIA

6.5%

CS PLANNING CORP

Jun 2, 2026

May 1, 2026

FRISCO, CO

Team lift out

RIA to RIA

4.3%

CS PLANNING CORP

Jun 2, 2026

May 1, 2026

BINGHAMTON, NY

Team lift out

RIA to RIA

4.3%

CS PLANNING CORP

Jun 2, 2026

Jul 6, 2026

PORTLAND, OR

Team lift out

RIA to RIA

6.5%

CS PLANNING CORP

Jun 2, 2026

May 1, 2026

BELLEVUE, WA

Team lift out

RIA to RIA

6.5%