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Bryan Hummel

Planmember Securities Corporation
21 Years of Experience
Copley, OH
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Bryan Hummel is a registered investment advisor at Planmember Securities Corporation, based in Copley, OH, with 21 years of industry experience. Bryan 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

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
View Full SEC ReportHow to Read Disclosures
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 5 mos
Planmember Securities CorporationBroker
May 2012 - Present · 14 yrs 5 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.
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