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 5 of 7

• Mahala Ann Murphy-MartinCRD 5281831 · Bothell, WA
  IA RegisteredBroker
• Arren Christine MurrayCRD 4731767 · Hubert, NC
  IA RegisteredBroker
• Joseph Vincent MurrayCRD 1613182 · Spanaway, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert MalekCRD 868721 · Chicago, IL
  IA RegisteredBroker
• Gurkirat Singh MangatCRD 7289180 · Puyallup, WA
  Broker
• Carroll Clayton MatthewsCRD 6999805 · Winter Springs, FL
  IA RegisteredBroker
• Tyler James MccabeCRD 6719870 · Farmingville, NY
  IA RegisteredBroker
• Michael Richard MccallisterCRD 6863531 · Rancho Palos Verdes, CA
  IA Registered
• Barbara G. MeyersCRD 1261182 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• David P. MilanowskiCRD 8053104 · Grandville, MI
  IA RegisteredBroker
• Shannon L. MillicanCRD 4692472 · Saint Augustine, FL
  IA RegisteredBroker
• Warner Lee MillsonCRD 6774228 · Fredericksburg, VA
  Broker
• Cody H. MomoharaCRD 5774770 · Mililani, HI
  IA RegisteredBroker
• Reed Spencer MontgomeryCRD 3266214 · Victorville, CA
  IA RegisteredBroker
• Dana E. MorganCRD 8173098 · Tyler, TX
  IA RegisteredBroker
• Jackie L MunnsCRD 7902053 · Carpinteria, CA
  Broker
• Stephanie Lou MurphyCRD 4936802 · San Leandro, CA
  IA RegisteredBroker
• James P MustardCRD 1361797 · Portland, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Brook Alison NicholsCRD 4417487 · Grand Rapids, MI
  IA RegisteredBroker
• Brent NeeseCRD 2639602 · Carpinteria, CA
  Broker
• Paul Henry NeumaierCRD 7949806 · Grandville, MI
  IA RegisteredBroker
• Amanda J. NolanCRD 6756035 · Grandville, MI
  IA RegisteredBroker
• Gregory Alan NostrantCRD 6191881 · Agoura Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Marc Thomas O'brienCRD 350478 · Genoa, NV
  IA RegisteredBroker
• Nathan O'connellCRD 7900137 · Brighton, MI
  IA RegisteredBroker
• Jerome Patrick O'reillyCRD 1674115 · Arlington Heights, IL
  IA RegisteredBroker
• Scott Walter OgorekCRD 1891553 · Scottsdale, AZ
  Broker
• Jennifer Marie OwensCRD 4154041 · Carpinteria, CA
  Broker
• Kent T. OkamuraCRD 8001062 · Mililani, HI
  IA RegisteredBroker
• Linwood Alexander OrenduffCRD 1152648 · Richmond, VA
  IA RegisteredBroker
• Nicholas Ross OrenduffCRD 4862268 · Richmond, VA
  IA RegisteredBroker
• Donald Scott ParkerCRD 1989828 · Ft. Lauderdale, FL
  Broker
• Ian Charles ParkerCRD 2227607 · Carpinteria, CA
  Broker
• Jeffrey James PaskwietzCRD 2012755 · Ventura, CA
  IA RegisteredBroker
• James Luther PattonCRD 4412150 · Winchester, VA
  IA RegisteredBroker
• David Lawrence PayneCRD 1296269 · Winter Springs, FL
  IA RegisteredBroker
• Travis Anthony PayneCRD 5273641 · Rockledge, FL
  IA RegisteredBroker
• Jose Luis PerezCRD 2796224 · Mission, TX
  IA RegisteredBroker
• Julie Mae PermuttCRD 3106823 · Irvington, NY
  IA RegisteredBroker
• Daniel Dean PetersCRD 5370686 · Mililani, HI
  IA RegisteredBroker
• Keith George PratherCRD 1613661 · Mount Airy, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• John Patrick PresbiteroCRD 1327843 · Fort Lauderdale, FL
  Broker
• Gregory Lee Allen ParretCRD 7461415 · Anchorage, AK
  IA Registered
• Anthony S. PaviaCRD 2019194 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stanko PavlovicCRD 2691298 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Thomas PayneCRD 6597183 · Winter Springs, FL
  IA RegisteredBroker
• Michael Paul PendergrassCRD 7383757 · Winter Springs, FL
  IA RegisteredBroker
• Mihai I. PetrascuCRD 6217044 · Visalia, CA
  IA RegisteredBroker
• Lauren M. PierceCRD 8151714 · Carpinteria, CA
  Broker
• Earnest Alexander PinderCRD 1623405 · Tampa, FL
  Broker

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.