Lisa K. McCullough
Investment Adviser Representative at CS Planning Corp
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lisa K. McCullough is an investment adviser representative in East Wenatchee, WA, currently registered with Planmember Securities Corporation and CS Planning Corp. They have worked in the securities industry since 2021. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Washington.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Washington
- Broker:
1 state or territory
Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial AlternativesOct 2021 – no end date reportedEast Wenatchee, WA
- Bronze Star, Inc.May 2018 – Jan 2022Tonasket, WA
- Blue and White Orchards, Inc.May 2018 – Jan 2022Tonasket, WA
- Blue and White Orchards, Inc.Jan 2022 – Dec 2022Tonasket, WA
- Bronze Star, Inc.Jan 2022 – Dec 2022Tonasket, WA
- CS Planning Corp.Mar 2023 – no end date reportedEast Wenatchee, WA
- PlanMember Securities CorporationNov 2021 – Sep 2026East Wenatchee, WA
- PlanMember Securities CorporationMar 2022 – Sep 2026East Wenatchee, WA
- NA - Not employedJul 1995 – May 2018Republic, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CS Planning Corp
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Less than $1,000,0001.50%
- Above $1,000,0000.95%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 42
- Offices listed on AdvisorFinder:
- 30
- Main office:
- Portland, OR
- SEC file number:
- 801-70381
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at CS Planning Corp
Showing 12 of 42 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lisa K. McCullough has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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