Albuquerque, NM Office
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Planmember Securities Corporation
Enterprise
Firm-wide stats for Planmember Securities Corporation
About
PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm also delivers education and support services to plan sponsors and participants, including a service center, seminars, personalized retirement planning, and separation counseling.
PlanMember’s investment process is built on a top-down strategic asset allocation framework and the management of unitized, risk‑based mutual‑fund portfolios that range from conservative to aggressive. Portfolio decisions rely on an economic framework, portfolio strategy development, mutual fund selection and monitoring, and periodic rebalancing driven by defined Strategic Rebalancing Events.
The firm is a dual registrant—registered as both a broker‑dealer and an investment adviser—and its associated representatives are licensed to sell securities and insurance products, which the brochure notes constitutes a significant portion of their business activity. While PlanMember states it does not take custody of plan assets and relies on third‑party custodians for fee processing, it is affiliated with a transfer‑agent/recordkeeping company and has disclosed prior regulatory settlements (including SEC action related to mutual fund share‑class selection), features that distinguish it from many enterprise peers.
Based on Planmember Securities Corporation
Expertise
Based on Planmember Securities Corporation
Location
2500 Louisianna NE, Ste 507
Albuquerque NM 87110
Advisors at this office
2
Advisors at this office
Carly W
Series 65, Series 63
Albuquerque, NM
Planmember Securities Corporation
Carly Weedman is a financial advisor with PlanMember Securities Corporation in Albuquerque, NM, holding Series 65 and Series 63 licenses and bringing six years of industry experience. She has worked at PlanMember since 2019 and concurrently is involved with Competitive Benefits Administrator and Aflac, where she serves in insurance and investment-related roles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education, support, and counseling services to plan sponsors and participants.
Nila M
Series 63, Series 66
Albuquerque, NM
Planmember Securities Corporation
Nila Moore is a financial advisor at PlanMember Securities Corporation with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PlanMember since 2014. In addition to her role at PlanMember, she has been involved with Competitive Benefits Administrators since 2005, serving in both investment-related and benefits consulting capacities. 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 risk-based mutual fund portfolios, offering education and support services including seminars, personalized planning, and separation counseling.
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