Planmember Securities Corporation

Overview

Planmember Securities Corporation is a corporation that operates primarily as an independent broker-dealer and insurance broker while also offering advisory services. The firm has been SEC-registered since 1991 and is owned as a domestic entity with individual ownership elements. Its client base spans individuals and families as well as institutional clients. Business activities include brokerage and insurance distribution; advisory services documented on filings cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. The firm uses a mix of fee structures — percentage of AUM, hourly charges, fixed fees — alongside commission-based revenue. It is not identified as an active ESG investor and is not listed as a capital allocator. Planmember is classified as a qualified custodian and independent broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices