Michael Greenlund
Michael Greenlund is a registered investment advisor at Planmember Securities Corporation, based in Grandville, MI, with 2 years of industry experience. Michael 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
3121 Macatawa Dr. SW, Grandville, MI, 49418
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2025Other Business ActivitiesSells Insurance
Michael is a wealth advisor at Thatcher Wealth Management, using insurance products to support client goals, dedicating a few hours per week. He also works with American Financial Education Alliance as a local educator, teaching retirement topics a minimal amount of time per month.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Thatcher Wealth Management
Ae Wealth Management, LLC
State Registrations1 state
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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