BH
BH

Bryan Hummel

20 Years of Experience
Copley, OH
2 DisclosuresBrokerSells Insurance

Bryan Hummel is a registered investment advisor at Planmember Securities Corporation, based in Copley, OH, with 20 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

1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH, 44321

Get directions

History

Regulatory History (2)
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.
Customer Dispute
March 2023
Denied
Criminal
March 2000
Final Disposition
Other Business ActivitiesSells Insurance

Bryan works as an insurance and financial services agent/representative for D & E Financial Services, dedicating full-time hours to this role. He also owns PC Solutions, a PC repair, software setup, and networking business, spending about a quarter of his time on this venture.

Employment History
Current Registrations
Planmember Securities Corporation
May 2012 - Present · 14 yrs 2 mos
Planmember Securities CorporationBroker
May 2012 - Present · 14 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
January 2009 - April 2012 · 3 yrs 3 mos
Securities America, INC.Broker
January 2009 - April 2012 · 3 yrs 3 mos
Brecek & Young Advisors, INC.
November 2007 - January 2009 · 1 yr 2 mos
Brecek & Young Advisors, INC.Broker
March 2005 - January 2009 · 3 yrs 10 mos
State Registrations7 states
CAFLGANCNMOHSC
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.