Reno Reser
Reno Reser is a registered investment advisor at Planmember Securities Corporation, based in Blanchard, OK, with 23 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
Blanchard, OK
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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 ActivitiesSells Insurance
Reno is the owner/agent of Reser Enterprise Inc. for securities and insurance sales, dedicating nearly full-time hours to it. He also sells insurance directly, spending about 10-20% of his time, and is a mortgage broker, spending minimal time.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Cetera Advisors LLCBroker
Cetera Advisors LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
State Registrations16 states
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.