David Meckstroth
David Meckstroth is a registered investment advisor at Planmember Securities Corporation, based in Grandville, MI, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
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
Location
3121 Macatawa Dr. SW, Grandville, MI, 49418
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an agent for securities and insurance sales, spending full-time hours on this. He also sells fixed insurance products full-time, is a presenter for the Michigan Association of Retired School Personnel, treasurer for Inland Lakes Booster Club, financial secretary for Cross of Christ of Lutheran Church, officiant for Amazing Day Weddings, and Parks Commissioner for Tuscarora Township Parks Commission.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Legend Advisory Corporation
Legend Equities CorporationBroker
State Registrations3 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.