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CFP

Matthew Kimberly

Planmember Securities Corporation
6 Years of Experience
Copley, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Kimberly is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Copley, OH, with 6 years of industry experience. Matthew 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
447 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

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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

Matthew works as an agent for 1st Responder Financial Advisors, providing financial, securities, and insurance sales and services, dedicating full-time hours to this role. Additionally, Matthew is self-employed as an insurance agent, selling fixed indexed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
Planmember Securities Corporation
October 2020 - Present · 6 yrs
Planmember Securities CorporationBroker
August 2020 - Present · 6 yrs 2 mos
State Registrations19 states
CODEFLGAIAILKYLAMIMNNJNVNYOHOKPARITXWA
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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