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Filip Wieland

Planmember Securities Corporation
39 Years of Experience
Key Largo, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Filip Wieland is a registered investment advisor at Planmember Securities Corporation, based in Key Largo, FL, with 39 years of industry experience. Filip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
445 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Key Largo, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1990
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Filip is a self-employed insurance agent selling life, health, and annuity products, dedicating full-time hours to this activity. He also serves on the school budget committee for Monroe County Public School, spending minimal time per month with no compensation.

Employment History
Current Registrations
Planmember Securities Corporation
August 2008 - Present · 18 yrs 2 mos
Planmember Securities CorporationBroker
August 2008 - Present · 18 yrs 2 mos
Previous Registrations
Ing Financial Advisers, LLC
April 2006 - August 2008 · 2 yrs 4 mos
Ing Financial Advisers, LLCBroker
April 2006 - August 2008 · 2 yrs 4 mos
Wachovia Securities, LLC
October 2000 - October 2005 · 5 yrs
Wachovia Securities, LLCBroker
October 2000 - October 2005 · 5 yrs
First Union Brokerage Services, INC.Broker
January 1995 - October 2000 · 5 yrs 9 mos
Barnett Investments, INC.Broker
April 1993 - January 1995 · 1 yr 9 mos
First Union Brokerage Services, INC.Broker
October 1992 - March 1993 · 5 mos
Fundtrust Investment Company Services, INC.Broker
June 1990 - March 1992 · 1 yr 9 mos
Great Western Financial Securities CorporationBroker
December 1989 - October 1992 · 2 yrs 10 mos
Glenfed Brokerage ServicesBroker
September 1988 - December 1989 · 1 yr 3 mos
Integrated Resources Equity CorporationBroker
May 1988 - July 1988 · 2 mos
Hampton Securities, INC.Broker
September 1987 - May 1988 · 8 mos
Blinder, Robinson & CO., INC.Broker
May 1986 - September 1987 · 1 yr 4 mos
State Registrations6 states
CAFLGAINMIOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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