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Martha Brown

Planmember Securities Corporation
28 Years of Experience
Spanaway, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Martha Brown is a registered investment advisor at Planmember Securities Corporation, based in Spanaway, WA, with 28 years of industry experience. Martha 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

23605 Mt. Hwy East, Unit 3, Spanaway, WA, 98387

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History

Regulatory History (1)
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Customer Dispute
December 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Martha is involved in insurance sales and services, spending about 10-20% of her time on this activity. She also operates a pharmacy discount program, manages a rental property, works for Northwest Advisor Group full-time, and manages a corporation for tax purposes, dedicating minimal time to it.

Employment History
Current Registrations
Planmember Securities Corporation
January 2014 - Present · 12 yrs 9 mos
Planmember Securities CorporationBroker
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Oneamerica Securities, INC.
December 2012 - January 2014 · 1 yr 1 mo
Oneamerica Securities, INC.Broker
December 2012 - January 2014 · 1 yr 1 mo
First Allied Advisory Services, INC.
November 2011 - December 2012 · 1 yr 1 mo
First Allied Securities, INC.Broker
December 2008 - December 2012 · 4 yrs
First Montauk Securities CORP.Broker
July 2004 - December 2008 · 4 yrs 5 mos
Financial Network Investment CorporationBroker
November 2003 - August 2004 · 9 mos
Metropolitan Investment Securities, INC.Broker
April 2001 - November 2003 · 2 yrs 7 mos
Legacy Financial Services, INC.Broker
July 1999 - April 2001 · 1 yr 9 mos
1717 Capital Management CompanyBroker
February 1997 - December 1997 · 10 mos
State Registrations7 states
AZCAIAORTXUTWA
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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