MH
MH

Michael Hackett

23 Years of Experience
Oviedo, FL
BrokerSells Insurance

Michael Hackett is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Oviedo, FL

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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 ActivitiesSells Insurance

Michael works full-time as a Financial Advisor-Agent at Mutual Inc, selling securities and insurance. He also works as an insurance agent selling fixed insurance, dedicating a few hours per week.

Employment History
Current Registrations
Planmember Securities Corporation
July 2021 - Present · 5 yrs
Planmember Securities CorporationBroker
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - December 2017 · 9 mos
Msi Financial Services, INC.Broker
December 2005 - March 2017 · 11 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Equities LLCBroker
June 2005 - December 2005 · 6 mos
PFS Investments INC.Broker
July 2004 - December 2004 · 5 mos
Quick & Reilly, INC.Broker
July 2002 - December 2003 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
November 2000 - March 2002 · 1 yr 4 mos
State Registrations4 states
CTFLNJNY
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.