There are options for clients of former CS Planning Corp. broker Curt Stauffer (CRD# 2615431), who is accused of investment losses due to unsuitable investment recommendations. He has been registered with MCM Wealth in Lancaster, Pennsylvania, since 2026, and CS Planning Corp. in Lancaster, Pennsylvania, since 2020. He was registered with Coastal Investment Advisors in Lancaster, Pennsylvania, from 2011 to 2020.
Curt Stauffer Customer Complaints
He has been the subject of eight customer complaints between 2020 and 2025, according to his CRD report. The most recent complaints were regarding:
July 2025. “Plaintiff alleged breach of fiduciary duty, negligence, breach of contract, suitability, fraud against defendants Coastal Investment Advisors, CS Planning Corp and Curt Stauffer.” The customer is seeking $683,709.84 in damages, and the case is currently pending. The complaint was regarding direct investment losses.
August 2024. “Claimant alleges that Respondent managed Claiman’s account by using unsuitable and risky investments causing losses.” The customer sought $212,072.10 in damages, and the customer was granted $200,000 in damages.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, CS Planning Corp. may be liable for investment or other losses suffered by Curt Stauffer’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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