Jill Snyder-Stahl
Jill Snyder-Stahl is a registered investment advisor at Planmember Securities Corporation, based in Delafield, WI, with 36 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
19 Crossroads Ct, Suite 101, Delafield, WI, 53018
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jill works full-time as a financial advisor at Northbound Financial Services, focusing on securities and insurance sales. She also works as an insurance agent selling fixed and indexed annuities (minimal time) and Medicare sales (a few hours per week).
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Pmg Asset Management INC
Pmg Securities CorporationBroker
American United Life Insurance CompanyBroker
Investors Brokerage Services, INC.Broker
State Registrations15 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.