RB
Richard E. Bingaman
CS PLANNING CORP
Phoenix, AZ 85016
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CRD#: 7025218
RB
Professional summary
Richard E Bingaman is a registered financial advisor currently at CS PLANNING CORP located in Phoenix, Arizona.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Richard has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MR. BINGAMAN IS THE SOLE MANAGER OF LR STRATEGIC RENTALS, LLC AND LR STRATEGIC RENTALS TOO LLC; RESIDENTIAL INVESTMENT RENTAL ACTIVITY. THESE BUSINESSES ARE LOCATED AT 1630 E. BETHANY HOME RD., PHOENIX, AZ 85016. MR. BINGAMAN DEVOTES APPROX. SIX HOURS PER MONTH TO THESE BUSINESSES, ZERO HOURS DURING SECURITIES TRADING HOURS. START DATE: 2024, NOT INVESTMENT-RELATED. MR. BINGAMAN IS THE OWNER OF AND PROVIDES CPA TAX AND BUSINESS ADVISORY SERVICES THROUGH REB CPA, PLLC. THIS BUSINESS IS LOCATED AT 1630 E. BETHANY HOME ROAD, PHOENIX, AZ 85016. THIS IS A NON-INVESTMENT RELATED ACTIVITY AND HE SPENDS APPROXIMATELY 40 - 50 HOURS OF HIS TIME PER MONTH ENGAGING IN THIS ACTIVITY, 8 HOURS DURING SECURITIES TRADING HOURS. MR. BINGAMAN STARTED THIS BUSINESS IN 2013. MR. BINGAMAN IS ALSO THE OWNER OF REB STRATEGIC INVESTMENTS, LLC, WHICH IS THE REAL ESTATE PROPERTY THAT IS LEASED BY RICHARD E. BINGAMAN CPA, PLLC. THIS BUSINESS IS LOCATED AT 1630 E. BETHANY HOME ROAD, PHOENIX, AZ 85016. MR. BINGAMAN MANAGES THE LEASING OF THE COMMERCIAL PROPERTY. THIS IS A NON-INVESTMENT RELATED BUSINESS AND HE SPENDS APPROXIMATELY 1 HOUR PER MONTH OF HIS TIME ENGAGING IN THIS ACTIVITY, 0 HOURS DURING SECURITIES TRADING HOURS. MR. BINGAMAN IS AN OWNER OF LR STRATEGIC INVESTMENTS, LLC, WHICH IS A COMMERCIAL AND RESIDENTIAL PROPERTY LEASING BUSINESS. THIS BUSINESS IS LOCATED AT 1630 E. BETHANY HOME ROAD, PHOENIX, AZ 85016. IT IS NON-INVESTMENT RELATED. MR. BINGAMAN DEVOTES APPROX. 2 HOURS PER MONTH TO THIS BUSINESS, 0 HOURS DURING SECURITIES TRADING HOURS. MR. BINGAMAN STARTED THIS BUSINESS IN 2021. MR. BINGAMAN IS THE OWNER OF REB PRIVATE WEALTH MANAGEMENT, PLLC, WHICH PROVIDES FINANCIAL PLANNING AND INVESTMENT ASSET MANAGEMENT SERVICES. THIS BUSINESS IS LOCATED AT 1630 E. BETHANY HOME ROAD, PHOENIX, AZ 85016. MR. BINGAMAN DEVOTES APPROX. 10 HOURS PER MONTH TO THIS BUSINESS, 10 HOURS DURING SECURITIES TRADING HOURS. THIS BUSINESS WAS STARTED IN 2018 AND IS INVESTMENT-RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Richard E Bingaman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 14, 2022 - Present
CS PLANNING CORP
Office #1: 1630 E. Bethany Home Road, Phoenix, AZ 85016Office #2: 8777 East Via De Ventura, Suite 335, Scottsdale, AZ 85258RIA
CRD#: 149937
Phoenix, AZ
Past
October 1, 2018 - March 15, 2022
DYNAMIC
RIA
CRD#: 151367
PHOENIX, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(2/14/2022)
Current Firm
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3395 Sw Garden View Ave, Portland, OR 97225
Mailing Address
Phone number
(503) 292-5853
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (37 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 6,132 |
| AUM (Assets Under Management) | $ 1,266,223,484 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
