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Stanko P

Series 63, Series 65

Chicago, IL

Planmember Securities Corporation

Stanko Pavlovic is a financial advisor at PlanMember Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LPL Financial, BMO Harris Financial Advisors, and WCG Wealth Advisors. He is also president of Prosperity Wealth Advisors, an investment-related business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including retirement planning and separation counseling.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Robert M

Series 63, Series 65

Chicago, IL

Planmember Securities Corporation

Robert Malek is a financial advisor with PlanMember Securities Corporation in Chicago, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior firms include Cambridge Investment Research Advisors and Prosperity Wealth Advisors, and he has operated Malek Wealth Advisors since 2007. Outside of his advisory roles, he is president of Priority Retirement Solutions, Inc., a banking and tax entity servicing financial advisors. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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