Curt Stauffer Connected To CS Planning Corp. Investor Lawsuit About Breach Of Fiduciary Duty

Investors might have suffered losses due to financial advisor Curt Robert Stauffer [CRD: 2615431, Lancaster, Pennsylvania], according to publicly available information found on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Curt Stauffer worked for Coastal Investment Advisors from December 9, 2011, to September 23, 2020, and has worked for CS Planning Corp. (also known as Realta Investment Advisors Inc.) since August 26, 2020. See the following information to discover more about the disclosures involving Stauffer.

CS Planning Corp. Investor Accused Stauffer Of Negligence, Breach Of Contract

Particularly, on July 29, 2025, a CS Planning Corp. client filed Civil Suit: Civil Action No. CI-25-03465 about Curt Stauffer. Mainly, the client alleged that Stauffer breached his fiduciary duty, breached a contract, and was negligent in connection with direct investments. Because of this, the client allegedly experienced damages. As a result, the client requested $683,709.84 in compensation from CS Planning Corp. or Stauffer. This civil suit is pending a resolution.

Curt Stauffer Disclosed Breach Of Contract Allegations By CS Planning Corp. Client

Evidently, a client of CS Planning Corp. contested Curt Stauffer’s sales practices by filing NAM Arbitration No. 280041. Allegedly, Stauffer breached a contract. It appears that Stauffer allegedly caused the client to incur damages on over-the-counter equities. Consequently, FINRA Arbitrators issued an Award dated September 29, 2025 compelling CS Planning Corp. or Stauffer to compensate the client in the amount of $200,000.

Coastal Investment Advisors Inc. Investor Accused Stauffer Of Breach Of Fiduciary Duty, Misrepresentation, And Omissions

Additionally, a Coastal Investment Advisors Inc. client filed FINRA Arbitration No. 21-02492 about Curt Stauffer. Primarily, the client alleged that Stauffer breached his fiduciary duty, made unsuitable recommendations, made misrepresentations, and made omissions in connection with recommendations. For this reason, the client allegedly incurred damages on direct investments. Therefore, on March 2, 2022, Coastal Investment Advisors Inc. settled this matter by paying the client $5,000.

Curt Stauffer Disclosed Unreasonable Due Diligence Allegations By Coastal Investment Advisors Inc. Client

Particularly, a client of Coastal Investment Advisors Inc. disputed Curt Stauffer’s sales practices by filing FINRA Arbitration No. 21-01880. Allegedly, Stauffer failed to perform due diligence regarding recommended investments. It appears that Stauffer allegedly caused the client to experience damages on direct investments. As a result, Coastal Investment Advisors Inc. opted to settle the matter for $8,750.

Did You Sustain Losses Because Of Securities Broker / Financial Advisor Stauffer?

Do you have questions or concerns regarding investments you made with Curt Stauffer? Get in touch with Soreide Law Group at (888) 760-6552 or online and speak with a securities attorney concerning a possible recovery of your investment losses. Soreide Law Group has recovered losses for clients throughout the US. Also, our securities lawyers handle cases on a contingency fee arrangement and advance all costs. Stauffer and brokerage firms Stauffer worked for deny allegations of sales practice violations.