# CTS Financial Planning

CTS Financial Planning is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, United States
- **Founded:** 1972
- **Assets under management:** Undisclosed
- **Website:** ctsfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/cts-financial-group

## Regulatory record

- **CRD number:** 110960
- **SEC file number:** 801-25781
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110960

## About

CTS Financial Planning was established in 1972 as a Chicago-based wealth manager and registered investment adviser. The firm delivers investment advisory services that include financial planning and portfolio management. It serves individuals, profit-sharing plans, trusts, estates, and corporations. No additional offices, team size, or recent operational events are recorded in available sources.

## Sectors

- Wealth Management

## Questions

### What services does CTS Financial Planning provide?

The firm provides investment advisory services including financial planning and portfolio management.

### Which clients does CTS Financial Planning advise?

It advises individuals, profit-sharing plans, trusts, estates, and corporations.

## Related profiles

- [CTR Capital](https://altss.com/profile/ctr-capital)
- [CTVISION Fund Management](https://altss.com/profile/ctvision-fund-management)

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Last updated: 2026-06-03T20:00:00.000Z

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