Fresno, CA 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
6780 N. West Ave., Suite 101 A
Fresno CA 93711
Advisors at this office
2
Advisors at this office
Aaron P
Series 65, Series 63
Fresno, CA
Planmember Securities Corporation
Aaron Perez is a financial advisor with PlanMember Securities Corporation in Fresno, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining PlanMember, he worked at New York Life and has experience in education with Fresno Unified and Fowler Unified School Districts. Perez is also involved with Agape Planning Partners, where he provides securities sales and financial advisory services. PlanMember offers 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 approach and manages risk-based mutual fund portfolios, providing educational and support services including seminars and personalized retirement planning.
Nathaniel M
CFP®, Series 63, Series 65
Fresno, CA
Planmember Securities Corporation
Nathaniel Moore is a CFP® with 27 years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior experience includes roles at LPL Financial and leadership positions within Agape Planning Partners, Inc. Beyond financial advising, he serves on several nonprofit boards, including the Fresno County Historical Society and Blue Devils Performing Arts, and is involved in community mentoring and public speaking. 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 education, support, and fiduciary services to plan sponsors and participants, combining a top-down investment process with comprehensive plan management.
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