Boise, ID 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
Boise ID
Advisors at this office
2
Advisors at this office
Monte B
ChFC®, Series 63
Boise, ID
Planmember Securities Corporation
Monte Bute is a financial advisor at PlanMember Securities Corporation with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Bute has worked at several firms, including Proequities Inc and Foresters Equity Services, Inc., and serves as President and Chief Financial Officer of Paragon Financial Group, Inc., an insurance agency specializing in life, annuities, health, and accident products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management, education, and support for retirement plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios managed through a defined rebalancing process.
Christy D
ChFC®, Series 66
Boise, ID
Planmember Securities Corporation
Christy Downs is a financial advisor at PlanMember Securities Corporation with 13 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at Concourse Financial Group Securities Inc and Foresters Equity Services Inc. She also has ongoing involvement with FFP Insurance Services since 2012. 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 offers participant-level investment options through its asset allocation portfolios and emphasizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios.
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