Henderson, NV N. Stephanie Street 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
375 N. Stephanie Street, Suite 2212, Bldg 22
Henderson NV 89014
Advisors at this office
2
Advisors at this office
John B
Series 63, Series 65
Henderson, NV
Planmember Securities Corporation
John Berkhoff is a financial advisor with Planmember Securities Corporation in Henderson, NV, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been involved with Planmember Securities Corporation, Business Management Solutions, and Vegas Valley Insurance & Financial Services LLC since 2015. Outside of advising, Berkhoff owns and operates businesses in insurance, tax preparation, and marketing services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.
Christopher W
Series 65, Series 63
Henderson, NV
Planmember Securities Corporation
Christopher Winspear is a financial advisor with PlanMember Securities Corporation in Henderson, NV, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His career includes roles at Horace Mann Insurance and Horace Mann Investors Inc, where he worked for 17 to 15 years respectively, as well as operating his own financial and insurance services businesses. Winspear is involved in insurance and tax services through his outside business activities. 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 process focused on risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.
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