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CFP
DZ
CFP

Daniel Ziskin

Planmember Securities Corporation
49 Years of Experience
Manhattan Beach, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Ziskin is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Manhattan Beach, CA, with 49 years of industry experience. Daniel 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
—
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Location

Manhattan Beach, CA

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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

Daniel is an employee and owner of Ziskin Financial Services, also operating under Ziskin-Zusmer Insurance & Financial Services. He spends full-time selling fixed insurance products, including life, health, disability, and long-term care insurance, with nearly full-time dedicated during trading hours.

Employment History
Current Registrations
Planmember Securities Corporation
July 2001 - Present · 25 yrs 3 mos
Planmember Securities CorporationBroker
February 2000 - Present · 26 yrs 8 mos
Previous Registrations
Irm Distributors, INC.Broker
December 1998 - January 2000 · 1 yr 1 mo
Sunamerica Securities, INC.Broker
January 1996 - November 1998 · 2 yrs 10 mos
Aragon Financial Services, INC.Broker
December 1993 - December 1995 · 2 yrs
Raymond-Martin Financial INC.Broker
November 1993 - January 1994 · 2 mos
Yaeger Securities, INC.Broker
August 1993 - September 1993 · 1 mo
Western Capital Financial GroupBroker
July 1992 - September 1993 · 1 yr 2 mos
Raymond-Martin Financial INC.Broker
June 1992 - September 1992 · 3 mos
Financial West GroupBroker
April 1991 - June 1992 · 1 yr 2 mos
Financial West Investment GroupBroker
March 1990 - April 1991 · 1 yr 1 mo
First America Equities CORP.Broker
December 1989 - September 1991 · 1 yr 9 mos
First America Equities CORP.Broker
March 1989 - December 1989 · 9 mos
Ven*pac Financial West GroupBroker
February 1988 - July 1989 · 1 yr 5 mos
C. L. Mckinney & CO., INC.Broker
February 1986 - February 1988 · 2 yrs
Titan Capital CorporationBroker
September 1985 - March 1986 · 6 mos
United Resources FinancialBroker
January 1985 - August 1985 · 7 mos
Security First Financial, INC.Broker
April 1978 - September 1984 · 6 yrs 5 mos
Phillip a Michael Securities, INC.Broker
November 1972 - April 1973 · 5 mos
Sabot Shaw INCBroker
August 1972 - January 1974 · 1 yr 5 mos
Kenneth Bove & CO., INC.Broker
August 1972 - September 1972 · 1 mo
State Registrations2 states
CAOR
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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