MA
MA

Marina Armbruster

37 Years of Experience
Sacramento, CA
BrokerSells Insurance

Marina Armbruster is a registered investment advisor at Planmember Securities Corporation, based in Sacramento, CA, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2009 V Street, Suite 201, Sacramento, CA, 95818

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marina is the owner and financial advisor at School Benefit Services, dedicating full-time hours to this role. She is also an insurance agent selling life, fixed, and EIA products, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Planmember Securities Corporation
November 2019 - Present · 6 yrs 6 mos
Planmember Securities CorporationBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
August 2012 - November 2019 · 7 yrs 3 mos
Securities America, INC.Broker
August 2012 - November 2019 · 7 yrs 3 mos
New England Securities Corporation
May 2010 - August 2012 · 2 yrs 3 mos
New England SecuritiesBroker
April 2010 - August 2012 · 2 yrs 4 mos
Securities America Advisors, INC.
January 2009 - April 2010 · 1 yr 3 mos
Securities America, INC.Broker
January 2009 - April 2010 · 1 yr 3 mos
Geneos Wealth Management, INC.
October 2004 - October 2004 · 0 mos
Geneos Wealth Management, INC.Broker
October 2004 - October 2004 · 0 mos
Brecek & Young Advisors, INC.
January 2004 - January 2009 · 5 yrs
Brecek & Young Advisors, INC.Broker
February 2002 - January 2009 · 6 yrs 11 mos
Sentinel Financial Services CompanyBroker
July 2001 - April 2002 · 9 mos
Equity Services, INC.Broker
July 2001 - March 2002 · 8 mos
Brecek & Young Advisors, INC.Broker
March 1999 - June 2001 · 2 yrs 3 mos
Metlife Securities INC.Broker
November 1998 - March 1999 · 4 mos
Metropolitan Life Insurance CompanyBroker
November 1998 - March 1999 · 4 mos
Security First Financial, INC.Broker
May 1997 - November 1998 · 1 yr 6 mos
Nationwide Investment Services CorporationBroker
July 1996 - April 1997 · 9 mos
Nationwide Advisory Services, INC.Broker
March 1996 - July 1996 · 4 mos
Security First Financial, INC.Broker
April 1991 - February 1996 · 4 yrs 10 mos
Metlife Securities INC.Broker
November 1990 - January 1991 · 2 mos
Metropolitan Life Insurance CompanyBroker
November 1990 - January 1991 · 2 mos
Security First Financial, INC.Broker
April 1989 - October 1990 · 1 yr 6 mos
Amev Investors, INC.Broker
August 1988 - January 1989 · 5 mos
Sme Capital Management CorporationBroker
April 1988 - August 1988 · 4 mos
State Registrations12 states
CACOFLHIIDNHNVNYTNUTVAWA
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.