Waukesha, WI 2607 N Grandview Blvd. 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
2607 N Grandview Blvd., #131
Waukesha WI 53188
Advisors at this office
3
Advisors at this office
Zachary D
Series 66
Waukesha, WI
Planmember Securities Corporation
Zachary Davis is a financial advisor with PlanMember Securities Corporation in Waukesha, WI, holding a Series 66 designation and one year of industry experience. His prior experience includes positions at Northbound Financial Services and Associated Bank, as well as roles at Morgan Stanley-Novak Wealth Management and other organizations. 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’s investment approach is centered on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.
Kyle B
CFP®, Series 66
Waukesha, WI
Planmember Securities Corporation
Kyle Breitzman is a CFP® professional with 20 years of experience in the financial services industry. He is currently with PlanMember Securities Corporation and has held roles at several firms including Northbound Financial Services, Securities America Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in tax preparation services as president of Lake Runner Tax Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and managing risk-based mutual fund portfolios. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.
Jill S
Series 63, Series 65
Waukesha, WI
Planmember Securities Corporation
Jill Snyder Stahl is a financial advisor at PlanMember Securities Corporation with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including GWN Securities and Northbound Financial Services, as well as operating her own business since 1991. Her activities include insurance and Medicare sales. 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 utilizes a strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.
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