William Grizinski
William Grizinski is a registered investment advisor at Planmember Securities Corporation, based in Springboro, OH, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Springboro, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
William is the proprietor of Grizinski Financial Services, selling insurance and investments since 1977, dedicating full-time hours to the business. He also works with Stryde/GMG, providing business expense reduction and tax savings solutions.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Walnut Street Securities, INC.Broker
Irm Distributors, INC.Broker
Walnut Street Securities, INC.Broker
North American Management, INC.Broker
Investacorp, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Monarch Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.