Las Vegas, NV 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
Las Vegas NV
Advisors at this office
2
Advisors at this office
Hunter H
Series 63, Series 65
Las Vegas, NV
Planmember Securities Corporation
Hunter Hayden is a financial advisor with PlanMember Securities Corporation in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Ameriprise Financial Services Inc and multiple ongoing engagements as a self-employed advisor and owner of the insurance agency Secure Dignity. Hayden also has involvement with the U.S. Census Bureau. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering a range of risk-based mutual fund portfolios. The firm emphasizes a strategic asset allocation framework and delivers education and support services, including personalized retirement planning and separation counseling.
Haley E
Series 65, Series 63
Las Vegas, NV
Planmember Securities Corporation
Haley Evans is a financial advisor with PlanMember Securities Corporation in Las Vegas, NV, holding Series 65 and Series 63 licenses and five years of industry experience. She previously worked at Fidelity Investments for three years and has a background that includes roles in social services and education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.
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