Planmember Securities Corporation

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 4 of 7

• Kimberly JanowskiCRD 7751016 · Farmingville, NY
  IA RegisteredBroker
• Mireya JimenezCRD 7362191 · Fort Worth, TX
  IA RegisteredBroker
• Colton JonesCRD 8061450 · Littleton, CO
  IA RegisteredBroker
• Richard Forrest JonesCRD 3081842 · Kansas City, MO
  Broker
• Greyvin D. JovelCRD 5858417 · Lake Oswego, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Peter Anthony KejmarCRD 2227595 · North San Gabriel, CA
  IA RegisteredBroker
• Khalil A KhanCRD 4953229 · Rancho Palos Verdes, CA
  Broker
• Miles KilstofteCRD 5951968 · Los Angeles, CA
  IA RegisteredBroker
• Luke William KingCRD 5731142 · Ventura, CA
  IA RegisteredBroker
• Chad Berner KishelCRD 4512653 · Mcdonough, GA
  IA RegisteredBroker
• Bruce David KoellnerCRD 2226144 · Copley, OH
  IA RegisteredBroker
• Michele D KosankeCRD 5203044 · Carpinteria, CA
  BrokerRegistration inactive
• Jakob KatchemCRD 7597499 · Bend, OR
  IA RegisteredBroker
• Lisa Marie KellyCRD 4744914 · Grandville, MI
  IA RegisteredBroker
• Matthew KimberlyCRD 7110553 · Copley, OH
  IA RegisteredBroker
• Ryan Joseph KimberlyCRD 7916956 · Copley, OH
  IA RegisteredBroker
• Emily KromalicCRD 7851266 · Copley, OH
  IA RegisteredBroker
• Cory G. KuzinskiCRD 8191678 · Brighton, MI
  IA RegisteredBroker
• Anthony LafrancaCRD 3242522 · Irvington, NY
  IA RegisteredBroker
• Julian Daniel LeckCRD 6441603 · Carpinteria, CA
  Broker
• Jason W LedsworthCRD 4964768 · Corpus Christi, TX
  IA RegisteredBroker
• Ricky Lee LeonardCRD 6376199 · Winchester, VA
  IA RegisteredBroker
• Jacob David LifshinCRD 1980428 · Los Alamitos, CA
  IA RegisteredBroker
• Megan Renea LimbeckCRD 5738688 · East Wenatchee, WA
  Broker
• Robert Melvin LittleCRD 4118272 · Spanaway, WA
  IA RegisteredBroker
• Ross LopezCRD 4068954 · Glendora, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert E. LaineCRD 2401290 · Charlotte Court House, VA
  IA RegisteredBroker
• Marlee R. LawsonCRD 7783171 · Lakewood , WA
  IA RegisteredBroker
• David L. LimerickCRD 5593164 · Tulsa, OK
  IA RegisteredBroker
• Shelley Anne LindahlCRD 5049672 · Portland, OR
  Broker
• Alexandra Marie LindquistCRD 7443589 · Carpinteria, CA
  Broker
• Martha Patricia Lobo CastroCRD 4483016 · Weston, FL
  IA RegisteredBroker
• Jeffrey P. LovegrenCRD 6395588 · San Diego, CA
  IA RegisteredBroker
• Jacklyn E. LynchCRD 5479369 · Reno, NV
  IA RegisteredBroker
• Daniel LyonsCRD 7755284 · Carpinteria, CA
  Broker
• Susan Kay MackCRD 5231597 · Corsicana, TX
  IA RegisteredBroker
• Gregory Alan MarshCRD 5148291 · Santa Barbara, CA
  IA RegisteredBroker
• David Alan MeckstrothCRD 6137597 · Grandville, MI
  IA RegisteredBroker
• Nathan Douglas MersethCRD 2851277 · Seattle, WA
  Broker
• James Kenji MichishimaCRD 2999203 · Pearl City, HI
  IA RegisteredBroker
• Aliceson Jeanne MilanowskiCRD 5536173 · Grandville, MI
  IA RegisteredBroker
• Chad Howard MillingCRD 2583323 · Dana Point, CA
  IA RegisteredBroker
• Victoria Jane MoonCRD 2666182 · Carpinteria, CA
  Broker
• Nila Marie MooreCRD 3138015 · Albuquerque, NM
  IA RegisteredBroker
• Katherine Jean MorrisCRD 4705449 · Naperville, IL
  IA RegisteredBroker
• Lynn Howard MorrisCRD 1019064 · Alpharetta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Robert MorrisCRD 2557888 · Heber City, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Yvonne Marie MorrisCRD 4163119 · Karnes City, TX
  Broker
• Michael Edward MulvanyCRD 2639226 · Orangevale, CA
  IA RegisteredBroker
• Rocco Anthony MuratoreCRD 1966266 · Farmingville, NY
  IA RegisteredBroker
  Disclosure event(s) on record

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.