Kenneth Behm
Kenneth Behm is a registered investment advisor at Planmember Securities Corporation, based in Tacoma, WA, with 20 years of industry experience. Kenneth 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $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
Location
4424 6th Avenue, Suite 1A, Tacoma, WA, 98466
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other 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
Planmember Securities CorporationBroker
State Registrations11 states
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
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