Brandon Rinner
Brandon Rinner is a CFA-designated registered investment advisor at Planmember Securities Corporation, based in Anchorage, AK, with 1 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
2665 E Tudor Rd., Suite 202, Anchorage, AK, 99507
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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 Activities
Brandon provides financial planning services through Veritas Wealth Management, dedicating nearly full-time hours to this role. He also owns Thrive Assisted Living LLC, is self-employed in business consulting, serves on the board of directors for Zo Financial LLC and Pure Poison LLC dba Antidote, spending minimal time on each.
Employment History
Current Registrations
Planmember Securities Corporation
State Registrations1 state
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