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Kenneth Behm

20 Years of Experience
Carpinteria, CA
1 DisclosureBrokerSells Insurance

Kenneth Behm is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, 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

6187 Carpinteria Avenue, Carpinteria, CA, 93013

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History

Regulatory History (1)
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Customer Dispute
April 2015
Settled
Other Business ActivitiesSells Insurance

Kenneth is the owner of Behm Financial, providing services for educators including retirement strategies, tax & risk management, and investment management. He also offers insurance and annuity services, including life insurance, long-term care insurance, and fixed annuities, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Planmember Securities Corporation
September 2006 - Present · 20 yrs
Planmember Securities CorporationBroker
October 2005 - Present · 20 yrs 11 mos
State Registrations11 states
AZCAFLHIIDNCNMORUTVAWA
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.