SP
SP

Stanko Pavlovic

29 Years of Experience
Chicago, IL
3 DisclosuresBrokerSells Insurance

Stanko Pavlovic is a registered investment advisor at Planmember Securities Corporation, based in Chicago, IL, with 29 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

5901 N. Cicero Ave, Suite 507, Chicago, IL, 60646

Get directions

History

Regulatory History (3)
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.
Judgment / Lien
December 2025
Customer Dispute
June 2018
Settled
Customer Dispute
February 2010
Denied
Other Business ActivitiesSells Insurance

Stanko is the President of Prosperity Wealth Advisors, where he works full-time in securities and insurance sales and services. He also serves as Vice President or President for several LLCs that provide rental properties, dedicating minimal time to these ventures.

Employment History
Current Registrations
Planmember Securities Corporation
May 2024 - Present · 2 yrs
Planmember Securities CorporationBroker
May 2024 - Present · 2 yrs
Previous Registrations
The Wealth Consulting Group
July 2023 - June 2024 · 11 mos
V Wealth Advisors LLC
September 2017 - December 2023 · 6 yrs 3 mos
LPL Financial LLCBroker
September 2017 - May 2024 · 6 yrs 8 mos
BMO Harris Financial Advisors, INC
June 2008 - September 2017 · 9 yrs 3 mos
BMO Harris Financial Advisors, INC.Broker
June 2008 - September 2017 · 9 yrs 3 mos
Cco Investment Services CORP.
October 2006 - June 2008 · 1 yr 8 mos
Cco Investment Services CORP.Broker
December 2005 - June 2008 · 2 yrs 6 mos
Charter One Securities, INC.Broker
April 2005 - December 2005 · 8 mos
Banc One Securities Corporation
January 2001 - March 2005 · 4 yrs 2 mos
Banc One Securities CorporationBroker
June 2000 - March 2005 · 4 yrs 9 mos
Painewebber IncorporatedBroker
September 1998 - May 2000 · 1 yr 8 mos
John Dawson & Associates, INC.Broker
August 1996 - September 1998 · 2 yrs 1 mo
Chatfield Dean & CO., INC.Broker
February 1996 - August 1996 · 6 mos
State Registrations8 states
AZCOFLILINMITXWI
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.
Stanko Pavlovic - Financial Advisor | TrueAdvisor