CERTIFIED TAX SERVICE, INC.
Legal name: CTS FINANCIAL PLANNING, INC.
CRD #110960 SEC #801-25781 CHICAGO, IL 312-337-1040
SEC Registered
Total AUM
$313.9M
Discretionary
$313.9M
Employees
9
Clients
1
Accounts
732
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARIEN, CHARLES, ANTHONY | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | VICE PRESIDENT | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | NA | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | E | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | D | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MARIEN, CHARLES, ANTHONY | I | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | C | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | C | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT | C | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| MUCH, TODD, WAYNE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | B | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | B | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT | B | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| MUCH, CHRISTOPHER, TODD | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | B | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | B | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT | B | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT AND CHIEF OPERATING OFFICER | B | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT AND CHIEF OPERATING OFFICER | B | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT AND CHIEF OPERATING OFFICER | B | Control |
| MUCH, JONATHON, COREY | I | VICE PRESIDENT AND CHIEF OPERATING OFFICER | B | Control |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (9)
CA FL IL IN MA NY TX VT WI
Address
737 NORTH MICHIGAN AVENUESUITE 2120
CHICAGO, IL 60611
United States
Phone: 312-337-1040