Redlands, 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
301 9th Street, Suite 221
Redlands CA 92374
Advisors at this office
2
Advisors at this office
Hien H
Series 63, Series 65
Redlands, CA
Planmember Securities Corporation
Hien Huynh is a financial advisor at PlanMember Securities Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Parsonex Securities and Parsonex Insurance Agency. Outside of his advisory role, he coordinates a community-based cooperative that partners with local farmers and companies to provide organic and sustainable products. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm provides education and support through seminars, personalized planning, and participant services while acting as an ERISA Section 3(38) fiduciary for many plans.
Albert M
Series 63, Series 66
Redlands, CA
Planmember Securities Corporation
Albert Munoz is a financial advisor with PlanMember Securities Corporation in Redlands, CA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with PlanMember since 2003 and also operates an independent insurance agency. Munoz serves as a director and treasurer on the board of The Grove School, where he oversees finance and budgeting. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.
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