Kevin Krieg
Kevin Krieg is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
3395 SW Garden View Ave, Portland, OR, 97225
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Kevin is a life and health insurance agent, dedicating about a quarter of his time to selling these products. He is also the sole member and owner of Wealth & Income Solutions, LLC, an investment advisory business, which also takes about a quarter of his time.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.