AdFi
SK

Suzanne Kaiser Highet

Investment Adviser Representative at CORE PLANNING

Portland, ORCRD #4724633Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
7 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 7 states
CaliforniaFloridaMissouriNevadaOregonPennsylvaniaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/29/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

CORE Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORE PLANNINGCurrent
4/10/2023Portland, OR
CULTIVATING WEALTH
9/1/202010/26/2022Portland, Or
HIGHET ADVISORY LLC
2/27/20199/4/2020Portland, OR
CTC MYCFO, LLC
10/3/20121/2/2019Portland, OR
CTC CONSULTING, LLC
4/5/20107/23/2012Portland, OR
GOULD ASSET MANAGEMENT LLC
1/8/20043/2/2010Claremont, CA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CORE PLANNING

Showing 12 of 64 in the directory

View CORE PLANNING firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Suzanne Kaiser Highet 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.

Suzanne Kaiser Highet - Financial Advisor in Portland, OR | AdvisorFinder