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PLANMEMBER SECURITIES CORPORATION

CARPINTERIA, CA · CRD 11869 · IAPD ↗ · planmember.com · 805-684-1199

$10.12BRegulatory AUM
425Advisory reps
429Employees
125Clients
101-250Planning clients
0Private funds
52States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — PLANMEMBER SECURITIES CORPORATION shrank from 432 to 425 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2025 — PLANMEMBER SECURITIES CORPORATION grew from 427 to 432 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — PLANMEMBER SECURITIES CORPORATION shrank from 459 to 427 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.