Planmember Securities Corporation
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 11869
- SEC number
- 801-39177
- Firm type
- RIA
- Assets under management
- $10.1B as of Mar 31, 2026
- Website
- www.planmember.com ↗
- Phone
- 805-684-1199
- Address
- 6187 Carpinteria Avenue, Carpinteria, CA, 93013
Advisors at this firm
328 in our index · page 3 of 7
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David Allen GossCRD 2674354 · Santa Barbara, CAIA RegisteredBrokerDisclosure event(s) on record
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Joel Vanis GrittenCRD 1065371 · Yorba Linda, CAIA RegisteredBroker
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Nicole A. GallowayCRD 5302910 · Bellevue, WABroker
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Abraham P. GalvezCRD 7837909 · Agoura Hills, CAIA RegisteredBroker
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Gregory Joseph GarbeffCRD 3067746 · Kansas City, MOIA RegisteredBrokerDisclosure event(s) on record
-
Andrew GardnerCRD 3192347 · Carpinteria, CABrokerRegistration inactive
-
James Bryan GarnerCRD 5635328 · Pacifica, CAIA RegisteredBroker
-
David E GoodmanCRD 4697759 · Henderson, NVIA Registered
-
Robert C. GordeCRD 8043815 · Waukesha, WIIA RegisteredBroker
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Dexter GordonCRD 7476767 · Carpinteria, CABroker
-
Laidley GordonCRD 8226333 · Palm Desert, CABroker
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Michael John HackettCRD 4267670 · Farmingville, NYIA RegisteredBroker
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Jeffrey Leigh HagstromCRD 2034194 · Fallbrook, CABroker
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Sean Patrick HaleyCRD 2837579 · Carpinteria, CAIA RegisteredBroker
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Christian Frederick HalkiasCRD 2770971 · Carpinteria, CABroker
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Dale Ruppert HancockCRD 1884732 · Rancho Mission Viejo, CAIA RegisteredBroker
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Steven R HansonCRD 4854600 · Carpinteria, CAIA RegisteredBroker
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Chad C HarrisCRD 6323022 · Richardson, TXIA RegisteredBroker
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Ronald Jeffery HellerCRD 2422929 · Carpinteria, CABroker
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Aimee Keiko Miyashiro HigashiCRD 4250795 · Mililani, HIBroker
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Joseph Brent HillCRD 855644 · Kaysville, UTIA RegisteredBroker
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Aran Keichi HiromotoCRD 2893061 · Mililani, HIIA RegisteredBroker
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Matthew James HoffmanCRD 6066495 · Bend, ORIA RegisteredBroker
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Timothy Bain HoweCRD 2295870 · Fort Myers, FLIA RegisteredBroker
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Chad R HuffordCRD 5385222 · Anchorage, AKIA RegisteredBroker
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Stephen Jeffrey HuffordCRD 829928 · Anchorage, AKIA RegisteredBroker
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Alexander Richard HuguesCRD 818052 · San Dimas, CAIA RegisteredBroker
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Bryan Alan HummelCRD 4603340 · Copley, OHIA RegisteredBrokerDisclosure event(s) on record
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David G. HaislipCRD 714334 · Newport Beach, CAIA RegisteredBrokerDisclosure event(s) on record
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Brian W. HartCRD 6992434 · Richardson, TXIA RegisteredBroker
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Hunter Alexander HaydenCRD 5121056 · Las Vegas, NVIA RegisteredBroker
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Jack A. HeilCRD 4255539 · Charlotte, NCIA RegisteredBroker
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Brian HollandCRD 6256654 · Kansas City, MOIA RegisteredBroker
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Isaac Edward HutchisonCRD 6784151 · Winchester, VAIA RegisteredBroker
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Hien Dang HuynhCRD 6586620 · Ventura, CAIA RegisteredBroker
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John ItalianoCRD 5737115 · Irvington, NYIA RegisteredBroker
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Judith Ann IenatschCRD 1845494 · Henderson, NVIA RegisteredBroker
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Gregory L. ImminkCRD 7975225 · Grandville, MIIA RegisteredBroker
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Kimberly S JacksonCRD 5127166 · San Diego, CABroker
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Scott Stephen JacobsCRD 5729069 · Jacksonville Beach, FLIA RegisteredBroker
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Lindsey Kay James-WestCRD 5692165 · Houston, TXIA RegisteredBroker
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Christopher Brennan JanewayCRD 4985053 · Santa Barbara, CAIA RegisteredBroker
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Ray A JimenezCRD 4138272 · Carpinteria, CABroker
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Daniel JohnsonCRD 5229369 · Carpinteria, CABroker
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Ronald Wayne JohnsonCRD 1276251 · Clarksville, TNIA RegisteredBroker
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Bryan Kenneth JonesCRD 4920015 · Carpinteria, CAIA RegisteredBroker
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Richard C JustinoCRD 4134518 · Farmingville, NYIA RegisteredBroker
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Ned JacobsonCRD 4719804 · Bellevue, WAIA RegisteredBrokerDisclosure event(s) on record
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Michael Austin JacobyCRD 7249369 · Agoura Hills, CAIA RegisteredBroker
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Adam Jerry JanowskiCRD 6154352 · Farmingville, NYIA RegisteredBroker
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 11869 ↗
FINRA BrokerCheck record for firm CRD 11869 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.