Planmember Securities Corporation

PlanMember Securities Corporation is a registered investment advisor and broker-dealer that offers investment portfolio management services through programs such as the PlanMember Preference Program and the PlanMember IAR Program. PlanMember Securities Corporation works with individuals, retirement plan participants, trusts, and other entities to build and manage investment portfolios on a discretionary basis. The firm uses professional financial professionals to help clients determine appropriate investment guidelines and risk tolerance, providing ongoing supervision, periodic rebalancing, and consolidated reporting. In addition to investment management, PlanMember Securities Corporation offers access to various brokerage services, mutual funds, and variable annuities, while maintaining affiliations with retirement administration and recordkeeping providers to deliver a comprehensive financial services experience.