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Gregory Garbeff

Planmember Securities Corporation
21 Years of Experience
Kansas City, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Garbeff is a registered investment advisor at Planmember Securities Corporation, based in Kansas City, MO, with 21 years of industry experience. Gregory 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

2600 Grand Blvd., Suite 900, Kansas City, MO, 64108

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History

Regulatory History (1)
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
November 2012
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory works for Forrest T. Jones & Co., Inc. as an Agent & Business Development Manager, focusing on securities, insurance, and retirement planning sales & services, dedicating full-time hours to this role. He also works for Fidelity Security Life Insurance Co. selling fixed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
Planmember Securities Corporation
February 2020 - Present · 6 yrs 8 mos
Planmember Securities CorporationBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
National Pension & Group Consultants, INCBroker
May 2018 - November 2018 · 6 mos
Change Path LLC
April 2017 - December 2019 · 2 yrs 8 mos
Allstate Financial Advisors, LLC
April 2016 - March 2017 · 11 mos
Allstate Financial Services, LLCBroker
April 2016 - March 2017 · 11 mos
Allstate Financial Advisors, LLC
December 2015 - January 2016 · 1 mo
Global Financial Private Capital, LLC
November 2013 - November 2015 · 2 yrs
Gradient Advisors, LLC
March 2013 - November 2013 · 8 mos
Global Financial Private Capital, LLC
February 2013 - March 2013 · 1 mo
Brecek & Young Advisors, INC.Broker
June 2001 - March 2002 · 9 mos
National Pension & Group Consultants, INCBroker
June 1998 - May 2006 · 7 yrs 11 mos
State Registrations6 states
AZCOKSMOOKTX
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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