Anchorage, AK Office

Team
Updated today
Planmember Securities Corporation logo

Planmember Securities Corporation

Enterprise

Firm-wide stats for Planmember Securities Corporation

Total advisors

429

Across 173 offices

Clients per advisor

162 Very High

Avg AUM per client

$132,363 Very Low

HNW client ratio

1% Very Low

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

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

Based on Planmember Securities Corporation

Occupation focus

Founder/Business Owner

Based on Planmember Securities Corporation

Location

2665 E Tudor Rd., Suite 202

Anchorage AK 99507

Advisors at this office

5

Advisors at this office

user avatar

Stephen H

ChFC®, Series 63

Anchorage, AK

Planmember Securities Corporation

Stephen Hufford is a financial advisor with Planmember Securities Corporation in Anchorage, AK, holding a ChFC® designation and a Series 63 license. He has 49 years of industry experience and has been with Planmember since 2005. Hufford also serves on the board of Vision, a nonprofit organization assisting developing countries with community projects. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary oversight and participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

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

Chad H

Series 66

Anchorage, AK

Planmember Securities Corporation

Chad Hufford is a financial advisor with PlanMember Securities Corporation in Anchorage, Alaska, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with PlanMember since 2007 and also operates Veritas Wealth Management and Veritas Wealth Solutions. In addition to his advisory roles, he is the author of the book Forging Financial Freedom (2024). PlanMember provides retirement-plan advisory services primarily to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolio management. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

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

Gregory P

Series 65

Anchorage, AK

Planmember Securities Corporation

Gregory Parret is a Series 65 licensed advisor at PlanMember Securities Corporation with four years of industry experience. He has worked at Veritas Wealth Management and PlanMember Securities Corporation since 2022. Outside of financial advising, he owns and operates GP Tactical & Fabrication, a sporting goods sales business. 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 employs a top-down strategic asset allocation process and offers risk-based mutual fund portfolios ranging from conservative to aggressive, along with 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
user avatar

Brandon R

CFA®, Series 66

Anchorage, AK

Planmember Securities Corporation

Brandon Rinner is a CFA® charterholder and Series 66 licensee based in Anchorage, AK, with two years of experience in financial advisory roles. He currently works at PlanMember Securities Corporation and Veritas Wealth Management. Outside of financial services, he is involved in several business ventures, including ownership of an assisted living home, consulting services, and board memberships in a lease-to-own company and a vitamins and supplements business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers educational and support services to plan sponsors and participants while acting as an ERISA Section 3(38) fiduciary for many plans.

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

Jared K

Series 65, Series 63

Anchorage, AK

Planmember Securities Corporation

Jared Kettler is a financial advisor at PlanMember Securities Corporation with five years of industry experience. He holds the Series 65 and Series 63 designations and has previous experience at Accusource/STP Investment Services. Outside of his advisory work, he serves as the business manager for Summit Eye Care in Anchorage, Alaska. 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 uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
View complete list of advisors at this office
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