Spokane, WA Office
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CS Planning Corp
Team
Firm-wide stats for CS Planning Corp
About
CS Planning Corp, doing business as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting and financial planning to a range of clients including individuals (both non‑HNW and high‑net‑worth), businesses, retirement plans, foundations, trusts, estates and charitable organizations. It delivers these services through a multi‑advisor model and a network of Advisory Affiliates that may operate under separate legal entities and trade names for marketing purposes.
The firm constructs broadly diversified portfolios across global equity and fixed‑income markets, uses a systematic strategy with periodic rebalancing, and tailors asset allocation to each client’s risk tolerance and goals; client accounts are monitored on an ongoing basis and are often managed on a discretionary basis. In limited, suitability‑driven cases the firm may employ margin, option strategies, or provide exposure to digital assets—generally accessed via exchange‑traded products on a digital‑asset platform—alongside more traditional mutual funds, ETFs, equities and bonds.
What distinguishes the firm is its multi‑affiliate operating structure and related service relationships: it is affiliated with a turnkey/back‑office provider that receives custodial support fees from a major custodian, a dynamic the brochure discloses as a potential influence on custodian recommendations. The firm also discloses that some Advisory Affiliates are independently licensed to sell insurance (and may receive commissions), that it uses paid promoter/referral arrangements in some cases, and that it has a specific billing policy to value illiquid or privately priced holdings at zero when custodian pricing is unavailable.
Based on CS Planning Corp
Location
1212 N. Washington Street, Suite 116
Spokane WA 99201
Advisors at this office
3
Advisors at this office
Bryan D
Series 63, Series 65
Spokane, WA
CS Planning Corp
Bryan Dearden is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked with PlanMember Securities Corporation and Voya Financial Advisors. Outside of his advisory roles, he is a partner in DEBRTO, LLC, which manages banking and financial records. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, constructing broadly diversified portfolios tailored to clients’ risk tolerance and goals.
Timothy K
Series 63, Series 66
Spokane, WA
CS Planning Corp
Timothy Kadlec is a financial advisor at CS Planning Corp with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including VOYA Financial Advisors and PlanMember Securities Corporation. Kadlec operates several investment and insurance-related business activities in Spokane, WA. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to individuals, businesses, retirement plans, and other organizations. The firm uses a multi-advisor model to construct globally diversified portfolios tailored to clients’ risk tolerance and goals, managing accounts on an ongoing and often discretionary basis.
Ryan J
Series 66, Series 63
Spokane, WA
CS Planning Corp
Ryan Jordan is a financial advisor with CS Planning Corp and holds Series 66 and Series 63 licenses. He has 11 years of industry experience and has worked at Financial Alternatives, PlanMember Securities Corporation, and Foresters Advisory Services. He also operates a self-employed practice focused on insurance sales and investment services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model to provide portfolio management and financial planning, using a systematic, diversified investment approach tailored to client risk tolerance and goals.
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