BR
CFA
BR
CFA

Brandon Rinner

2 Years of Experience
Anchorage, AK
May Earn Commission

Brandon Rinner is a CFA-designated registered investment advisor at Planmember Securities Corporation, based in Anchorage, AK, with 2 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

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
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Location

2665 E Tudor Rd., Suite 202, Anchorage, AK, 99507

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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 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
April 2024 - Present · 2 yrs 6 mos
State Registrations1 state
AK
Advisor

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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