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 6 of 7

• Kollin J. PletcherCRD 6954971 · Mt. Vernon, TX
  IA RegisteredBroker
• Loren J. QuistCRD 6592643 · Grandville, MI
  IA RegisteredBroker
• Maria L RegeciCRD 5340369 · Flagler Beach, FL
  IA RegisteredBroker
• Rita G ReggioCRD 1983079 · Long Beach, CA
  IA RegisteredBroker
• Robert David RingCRD 4751922 · Richland Hills, TX
  IA RegisteredBroker
• Shane E. RinnerCRD 6520297 · Anchorage, AK
  Broker
• Daniel Mendez RodriguezCRD 7000697 · Carpinteria, CA
  Broker
• Richard Collins RoseCRD 2148656 · Manhattan Beach, CA
  IA RegisteredBroker
• Steve Allen RuizCRD 1644513 · Stockton, CA
  IA RegisteredBroker
• Richard Bernard RushCRD 2454258 · Oviedo, FL
  IA RegisteredBroker
• Victor J RamirezCRD 7975070 · Carpinteria, CA
  Broker
• Virginia Ramirez JuarezCRD 7948413 · Carpinteria, CA
  Broker
• Mary Anne ReyesCRD 1399624 · Stevenson, WA
  Broker
• Sharon W ReynaCRD 6992893 · Carpinteria, CA
  Broker
• Kyle S. ReynoldsCRD 8030906 · Farmingville, NY
  IA RegisteredBroker
• Austin E. RiddleCRD 2507662 · Farmingville, NY
  Broker
• Brian Patterson RobsonCRD 1280772 · Henrico, VA
  IA RegisteredBroker
• Kurt A. RoddyCRD 2480228 · Gig Harbor, WA
  IA RegisteredBroker
• Christopher W. RootCRD 8215860 · Brighton, MI
  IA RegisteredBroker
• Heather Anne RuppCRD 4787154 · Carpinteria, CA
  IA Registered
• Edward Vincent SantosCRD 4233351 · Stockton, CA
  IA RegisteredBroker
• Emiliano Cuitlahuac SaucedaCRD 5412736 · San Dimas, CA
  IA RegisteredBroker
• Debra Elaine SawyerCRD 2031676 · Berthoud, CO
  Broker
• Richard Joseph SchlesingerCRD 4298422 · Aurora, IL
  IA RegisteredBroker
• Maggie Yung SiauwCRD 3149705 · Campbell, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ronald Farris SlattonCRD 2468108 · Athens, AL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Wayne SmithCRD 1427002 · Grover Beach, CA
  IA RegisteredBroker
• James William SniderCRD 4589135 · Naperville, IL
  IA RegisteredBroker
• John E SpangCRD 1813322 · North Huntington, PA
  IA RegisteredBroker
• Douglas Larry StevensCRD 1610219 · Brighton, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Nelson S StilesCRD 5867550 · Rockledge, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Hamza Mohammad SyedCRD 5002188 · Carpinteria, CA
  Broker
• Vance Ralph SanchezCRD 6467493 · Visalia, CA
  IA RegisteredBroker
• Joel SandryCRD 4492916 · Eagle, ID
  Broker
• Rachael Lynn SchafferCRD 2740947 · Cottondale, AL
  IA RegisteredBroker
• Ty D ShamblinCRD 8151716 · Carpinteria, CA
  Broker
• Hailie Lynn SheehanCRD 7260503 · Carpinteria, CA
  Broker
• Thomas ShortCRD 6515146 · Winter Springs, FL
  Broker
• Natalia SmithCRD 7387105 · Carpinteria, CA
  Broker
• Tyson L. SmithCRD 7994401 · Grandville, MI
  IA RegisteredBroker
• Jill A. Snyder-StahlCRD 2029330 · Waukesha, WI
  IA RegisteredBroker
• Floyd Jeffrey StroupCRD 2145601 · Wadsworth, OH
  IA RegisteredBroker
• Daniel Neil TalcottCRD 867886 · Bothell, WA
  IA RegisteredBroker
• Eric Charles TharpCRD 4607972 · Winter Springs, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Felicia Flores TorresCRD 4732374 · Winter Springs, FL
  Broker
• Craig Howard TullCRD 5196260 · Irvington, NY
  IA RegisteredBroker
• Veronica Fay TannerCRD 7783333 · Carpinteria, CA
  Broker
• Barry TedderCRD 8078045 · North Kingstown, RI
  Broker
• Brett Lane ThrelkeldCRD 2453777 · Carpinteria, CA
  Broker
• Robert Glenn TorrieCRD 1659704 · Palm Desert, CA
  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.